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
$127M
AUM Growth
+$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$887K
2
+$373K
3
+$337K
4
HUM icon
Humana
HUM
+$332K
5
ATVI
Activision Blizzard
ATVI
+$331K

Top Sells

1
+$781K
2
+$451K
3
+$353K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$353K
5
IAU icon
iShares Gold Trust
IAU
+$320K

Sector Composition

1 Technology 7.09%
2 Healthcare 4.61%
3 Industrials 3.9%
4 Financials 3.83%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
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