CFLC

California First Leasing Corp Portfolio holdings

AUM $241M
1-Year Est. Return 27.11%
This Quarter Est. Return
1 Year Est. Return
+27.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$889K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.49M
3
+$1.72M
4
AMD icon
Advanced Micro Devices
AMD
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$898K

Top Sells

1
+$4.61M
2
+$1.53M
3
+$768K

Sector Composition

1 Technology 21.4%
2 Energy 19.95%
3 Communication Services 16.43%
4 Healthcare 14.51%
5 Financials 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$831K 0.63%
+22,300
27
$823K 0.62%
106,754
28
$668K 0.5%
+3,115
29
$624K 0.47%
+2,650
30
$534K 0.4%
1,220
31
$458K 0.35%
+4,380
32
$392K 0.3%
+4,900
33
– –
-16,700
34
– –
-38,935
35
– –
-220,000
1
2