NTCM

Nine Ten Capital Management Portfolio holdings

AUM $336M
1-Year Est. Return 58.56%
This Quarter Est. Return
1 Year Est. Return
+58.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$466K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$5.51M

Top Sells

1
+$20.1M
2
+$3.59M
3
+$3.48M
4
WINA icon
Winmark
WINA
+$1.84M
5
SNEX icon
StoneX
SNEX
+$1.22M

Sector Composition

1 Industrials 40.6%
2 Technology 14.35%
3 Consumer Discretionary 13.88%
4 Financials 12.04%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$97.7M 28.64%
5,898,490
-1,215,889
2
$61.6M 18.05%
2,631,124
+988,396
3
$47.4M 13.88%
419,045
-16,263
4
$26.7M 7.82%
2,953,648
5
$25.2M 7.4%
1,496,581
-72,459
6
$22.3M 6.53%
181,655
-28,392
7
$21.5M 6.29%
449,184
-249
8
$19.4M 5.67%
1,081,227
9
$15.8M 4.64%
1,112,380
+387,320
10
$3.7M 1.08%
59,371
-57,573