We are live on ! Find out more
Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $11.2B
1-Year Est. Return 20.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.6%
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
997
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$82.8M
3
+$65.5M
4
TSLA icon
Tesla
TSLA
+$55.5M
5
MO icon
Altria Group
MO
+$48.6M

Top Sells

1
+$46.1M
2
+$37.6M
3
+$28.9M
4
SPOT icon
Spotify
SPOT
+$27.3M
5
CHTR icon
Charter Communications
CHTR
+$24.2M

Sector Composition

1 Technology 20.85%
2 Consumer Discretionary 18.5%
3 Healthcare 12.79%
4 Financials 9.67%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$215K 0.01%
20,576
+5,507
602
$212K 0.01%
+19,446
603
$211K 0.01%
+16,609
604
$207K 0.01%
+12,622
605
– –
-29,483
606
– –
-12,633
607
– –
-12,489
608
– –
-8,812
609
– –
0
610
– –
0
611
– –
-177,210
612
– –
-21,670
613
– –
-19,407
614
– –
-20,872
615
– –
-24,163
616
– –
0
617
– –
0
618
– –
0
619
– –
-12,620
620
– –
-17,106
621
– –
-12,055
622
– –
-10,620
623
– –
0
624
– –
0
625
– –
0
23 24
25
26 27