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CP
Camelot Portfolios Portfolio holdings
AUM
$135M
1-Year Est. Return
13.88%
This Fund
S&P 500
This Quarter
Est. Return
+5.17%
1 Year Est. Return
+13.88%
3 Year Est. Return
+36.52%
5 Year Est. Return
+32.43%
10 Year Est. Return
+108.9%
AUM
$155M
AUM Growth
+$7.07M
(+4.8%)
Cap. Flow
-$1.8M
Cap. Flow
% of AUM
-1.16%
Top 10 Holdings %
Top 10 Hldgs %
28.63%
Holding
165
New
22
Increased
90
Reduced
31
Closed
9
Top Buys
| 1 |
Tapestry
TPR
|
+$1.16M |
| 2 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
+$1.03M |
| 3 |
Ford
F
|
+$744K |
| 4 |
AstraZeneca
AZN
|
+$731K |
| 5 |
CHL
China Mobile Limited
CHL
|
+$717K |
Top Sells
Sector Composition
| 1 | Financials | 11.4% |
| 2 | Energy | 9.27% |
| 3 | Real Estate | 6.1% |
| 4 | Technology | 5.34% |
| 5 | Consumer Discretionary | 4.18% |
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