Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.92B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$33.4M
3
+$28.2M
4
AAPL icon
Apple
AAPL
+$26.7M
5
SHOP icon
Shopify
SHOP
+$24.7M

Top Sells

1
+$80.3M
2
+$65.9M
3
+$58.8M
4
CRM icon
Salesforce
CRM
+$53.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.9M

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 15.37%
3 Financials 13.13%
4 Healthcare 10.89%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$433K 0.01%
16,163
-158,491
477
$432K 0.01%
1,347
-35,339
478
$425K 0.01%
13,372
+720
479
$421K 0.01%
16,539
-140,450
480
$416K 0.01%
+24,973
481
$414K 0.01%
+12,348
482
$399K 0.01%
13,350
-38,938
483
$393K 0.01%
+10,855
484
$389K 0.01%
24,853
+7,410
485
$382K 0.01%
+10,614
486
$380K 0.01%
64,047
+22,331
487
$376K 0.01%
23,927
+10,195
488
$372K 0.01%
15,441
+5,120
489
$368K 0.01%
15,555
+744
490
$365K 0.01%
25,341
-43,510
491
$356K 0.01%
+14,453
492
$341K 0.01%
11,662
+263
493
$339K 0.01%
13,660
-10,045
494
$330K 0.01%
27,557
+1,508
495
$328K 0.01%
+13,624
496
$325K 0.01%
33,425
+1,109
497
$305K 0.01%
14,928
-31,423
498
$292K 0.01%
15,934
-17,246
499
$291K 0.01%
+16,604
500
$285K 0.01%
+21,337
18 19
20
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