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
501
$284K 0.01%
+16,411
502
$273K 0.01%
+10,419
503
$272K 0.01%
+23,831
504
$266K 0.01%
+18,079
505
$258K 0.01%
+1,138
506
$258K 0.01%
+10,741
507
$254K 0.01%
+15,542
508
$253K 0.01%
+12,909
509
$251K 0.01%
+15,318
510
$248K 0.01%
+11,324
511
$247K 0.01%
13,826
-13,246
512
$246K 0.01%
+24,864
513
$239K 0.01%
+17,391
514
$238K 0.01%
21,292
-7,445
515
$232K 0.01%
+19,812
516
$228K 0.01%
+10,557
517
$226K 0.01%
+23,477
518
$217K 0.01%
+1,751
519
$217K 0.01%
+10,044
520
$216K 0.01%
+30,160
521
$213K 0.01%
14,175
-241,293
522
$209K 0.01%
+12,488
523
$209K 0.01%
+1,876
524
$208K 0.01%
+44,778
525
$205K 0.01%
+10,527
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21
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