Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.83B
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$43.2M
3
+$38.3M
4
TWTR
Twitter, Inc.
TWTR
+$35.3M
5
TSM icon
TSMC
TSM
+$35.2M

Top Sells

1
+$93.3M
2
+$73.6M
3
+$70.1M
4
CVX icon
Chevron
CVX
+$68.9M
5
META icon
Meta Platforms (Facebook)
META
+$65.6M

Sector Composition

1 Technology 25.88%
2 Consumer Discretionary 13.35%
3 Industrials 12.23%
4 Healthcare 10.69%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.7M 0.75%
558,232
+424,933
27
$28.7M 0.75%
122,704
-91,002
28
$28.4M 0.74%
391,321
+141,649
29
$26.3M 0.69%
352,797
+249,089
30
$26.1M 0.68%
139,570
+55,750
31
$26.1M 0.68%
114,373
-4,548
32
$24.9M 0.65%
+73,512
33
$24.8M 0.65%
492,538
+119,823
34
$24.7M 0.64%
174,966
+155,609
35
$24.5M 0.64%
341,016
+1,495
36
$24M 0.63%
+55,775
37
$23.3M 0.61%
+11,126
38
$21.2M 0.55%
+61,691
39
$21.1M 0.55%
404,581
+122,493
40
$20M 0.52%
+149,084
41
$20M 0.52%
300,723
+265,890
42
$19.5M 0.51%
75,531
+19,564
43
$19.3M 0.5%
206,898
-112,305
44
$18.9M 0.49%
+28,790
45
$18.9M 0.49%
267,111
+72,649
46
$18.6M 0.48%
+387,083
47
$18.6M 0.48%
32,682
-11,816
48
$18.5M 0.48%
432,584
-170,245
49
$18.4M 0.48%
79,293
-67,062
50
$18.3M 0.48%
43,981
+24,916
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2
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