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
$7.85B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,146
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$60.5M
3
+$55.2M
4
MARA icon
Marathon Digital Holdings
MARA
+$50.6M
5
NEM icon
Newmont
NEM
+$50M

Top Sells

1
+$151M
2
+$121M
3
+$110M
4
XOM icon
Exxon Mobil
XOM
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$70.8M

Sector Composition

1 Technology 26.64%
2 Financials 13.49%
3 Consumer Discretionary 12.16%
4 Healthcare 8.55%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$735K ﹤0.01%
30,666
-49,716
627
$734K ﹤0.01%
13,061
-8,326
628
$729K ﹤0.01%
17,204
-38,131
629
$722K ﹤0.01%
+48,673
630
$702K ﹤0.01%
+13,665
631
$698K ﹤0.01%
77,634
-82,884
632
$692K ﹤0.01%
+15,658
633
$688K ﹤0.01%
+12,588
634
$678K ﹤0.01%
+30,315
635
$674K ﹤0.01%
+109,606
636
$658K ﹤0.01%
+38,296
637
$657K ﹤0.01%
+11,714
638
$651K ﹤0.01%
23,481
-118,176
639
$647K ﹤0.01%
+18,493
640
$645K ﹤0.01%
18,040
-18,868
641
$609K ﹤0.01%
11,134
-75,989
642
$604K ﹤0.01%
+24,885
643
$595K ﹤0.01%
16,585
-32,159
644
$593K ﹤0.01%
+24,543
645
$588K ﹤0.01%
169,354
-43,695
646
$581K ﹤0.01%
+12,772
647
$579K ﹤0.01%
66,435
-1,178
648
$578K ﹤0.01%
+11,974
649
$569K ﹤0.01%
+11,092
650
$556K ﹤0.01%
+86,916
24 25
26
27 28