CMBA

C.M. Bidwell & Associates Portfolio holdings

AUM $212M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$7.09M
3
+$4.77M
4
LDOS icon
Leidos
LDOS
+$4.41M
5
DOC icon
Healthpeak Properties
DOC
+$4.36M

Top Sells

1
+$7.96M
2
+$7.34M
3
+$6.82M
4
DRI icon
Darden Restaurants
DRI
+$6.74M
5
XOM icon
Exxon Mobil
XOM
+$5.09M

Sector Composition

1 Technology 16.65%
2 Consumer Discretionary 13.69%
3 Healthcare 12.92%
4 Industrials 11.43%
5 Consumer Staples 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
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