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
$331M
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$6.94M
3 +$6.79M
4
WINA icon
Winmark
WINA
+$4.21M
5
NVEE
NV5 Global
NVEE
+$3.32M

Top Sells

1 +$5.5M
2 +$1.53M

Sector Composition

1 Technology 40.58%
2 Healthcare 13.77%
3 Consumer Discretionary 12.36%
4 Financials 11.64%
5 Communication Services 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$72.9M 22.02%
4,326,798
+403,086
2
$45.6M 13.77%
905,926
+28,124
3
$38.5M 11.64%
705,737
+42,000
4
$36.3M 10.97%
2,621,866
+969,073
5
$34.2M 10.34%
918,411
+186,184
6
$30.4M 9.2%
79,500
+11,000
7
$27.2M 8.22%
249,460
-14,000
8
$18.8M 5.69%
458,166
+25,000
9
$16.5M 4.99%
705,852
+142,000
10
$10.4M 3.16%
240,716
-126,700