CMBA

C.M. Bidwell & Associates Portfolio holdings

AUM $208M
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.86M
3
+$7.85M
4
RF icon
Regions Financial
RF
+$7.52M
5
ANDV
Andeavor
ANDV
+$5.71M

Top Sells

1
+$9.33M
2
+$8.71M
3
+$8.4M
4
NKE icon
Nike
NKE
+$7.93M
5
COF icon
Capital One
COF
+$7.52M

Sector Composition

1 Technology 19.06%
2 Financials 14.93%
3 Healthcare 14.6%
4 Consumer Discretionary 12.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
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