Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10B
1-Year Est. Return 4.45%
This Quarter Est. Return
1 Year Est. Return
+4.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$91.8M
2
+$72.1M
3
+$55.6M
4
TSLA icon
Tesla
TSLA
+$45.6M
5
MO icon
Altria Group
MO
+$39.2M

Top Sells

1
+$41.6M
2
+$37.8M
3
+$37.5M
4
CLF icon
Cleveland-Cliffs
CLF
+$26M
5
CHTR icon
Charter Communications
CHTR
+$23.3M

Sector Composition

1 Technology 21.12%
2 Consumer Discretionary 18.5%
3 Healthcare 12.79%
4 Financials 9.42%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$913K 0.01%
+19,255
477
$912K 0.01%
28,301
+5,961
478
$911K 0.01%
33,544
-103,686
479
$907K 0.01%
16,495
-19,940
480
$905K 0.01%
21,415
-21,881
481
$903K 0.01%
+19,771
482
$897K 0.01%
+31,300
483
$893K 0.01%
12,207
-6,205
484
$889K 0.01%
+17,640
485
$887K 0.01%
26,611
+3,737
486
$882K 0.01%
25,931
+15,517
487
$866K 0.01%
+19,422
488
$854K 0.01%
+42,918
489
$848K 0.01%
141,181
+4,857
490
$846K 0.01%
+57,385
491
$836K 0.01%
113,442
+32,864
492
$834K 0.01%
13,345
-630
493
$822K 0.01%
+93,458
494
$817K 0.01%
12,946
-5,623
495
$815K 0.01%
24,440
+5,976
496
$814K 0.01%
24,362
-3,788
497
$801K 0.01%
+10,049
498
$798K 0.01%
+16,488
499
$796K 0.01%
80,222
-471
500
$792K 0.01%
14,242
+2,100
18 19
20
21 22