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
551
$462K ﹤0.01%
+16,310
552
$462K ﹤0.01%
+73,386
553
$460K ﹤0.01%
+12,747
554
$451K ﹤0.01%
16,159
-85,010
555
$450K ﹤0.01%
38,844
+7,688
556
$442K ﹤0.01%
+18,594
557
$437K ﹤0.01%
10,595
-497
558
$435K ﹤0.01%
26,696
-11,889
559
$435K ﹤0.01%
18,003
-161
560
$434K ﹤0.01%
+11,295
561
$428K ﹤0.01%
+161,378
562
$428K ﹤0.01%
32,342
+5,042
563
$426K ﹤0.01%
+60,826
564
$420K ﹤0.01%
46,927
+32,005
565
$416K ﹤0.01%
+19,630
566
$413K ﹤0.01%
+12,720
567
$411K ﹤0.01%
17,116
-30,579
568
$405K ﹤0.01%
22,297
-3,598
569
$405K ﹤0.01%
+19,649
570
$399K ﹤0.01%
14,750
-133
571
$373K ﹤0.01%
+14,731
572
$371K ﹤0.01%
+14,398
573
$356K ﹤0.01%
13,019
-19,950
574
$354K ﹤0.01%
14,788
-63,782
575
$342K ﹤0.01%
+13,525
21 22
23
24 25