CMBA
C.M. Bidwell & Associates Portfolio holdings
AUM
$193M
1-Year Est. Return
15.54%
1 Year Est. Return
+15.54%
AUM
$166M
AUM Growth
+$1.67M
(+1%)
Holding
533
Top Buys
| 1 | +$3.81M | |
| 2 | +$1.65M | |
| 3 | +$873K | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$460K |
| 5 |
Cisco
CSCO
|
+$433K |
Top Sells
| 1 | +$828K | |
| 2 | +$609K | |
| 3 | +$359K | |
| 4 |
Zillow
ZG
|
+$323K |
| 5 |
Tesla
TSLA
|
+$321K |
Sector Composition
| 1 | Technology | 5.23% |
| 2 | Financials | 2.94% |
| 3 | Healthcare | 2.6% |
| 4 | Communication Services | 2.58% |
| 5 | Industrials | 2.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
526
Zillow
ZG
$18B
| – | – |
-4,555
|
|
||
527
Zscaler
ZS
$51.1B
| – | – |
-1,259
|
|
||
|
CNR
528
Core Natural Resources Inc
CNR
$4.28B
| – | – |
-29
|
|
||
|
AZPN
529
DELISTED
Aspen Technology Inc
AZPN
| – | – |
-42
|
|
||
|
SWI
530
DELISTED
SolarWinds Corporation Common Stock
SWI
| – | – |
-329
|
|