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
501
$789K 0.01%
14,390
+2,840
502
$784K 0.01%
+13,756
503
$783K 0.01%
19,993
-56,550
504
$762K 0.01%
+19,037
505
$759K 0.01%
38,239
-47,514
506
$746K 0.01%
16,581
-17,201
507
$739K 0.01%
+77,730
508
$737K 0.01%
+41,335
509
$735K 0.01%
12,318
-18,441
510
$724K 0.01%
+10,240
511
$706K 0.01%
62,492
-66,355
512
$702K 0.01%
70,375
+29,982
513
$693K 0.01%
12,600
+4,048
514
$686K 0.01%
21,876
-179,527
515
$681K 0.01%
63,794
+33,524
516
$680K 0.01%
40,402
-7,023
517
$670K 0.01%
+41,384
518
$667K 0.01%
+21,540
519
$621K 0.01%
+51,428
520
$612K 0.01%
14,937
-12,747
521
$594K 0.01%
33,343
-8,340
522
$593K 0.01%
+10,477
523
$592K 0.01%
+16,511
524
$576K 0.01%
22,238
-61,912
525
$576K 0.01%
+25,733
19 20
21
22 23