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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
$4.03B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$101M
3
+$66.3M
4
TSLA icon
Tesla
TSLA
+$60.3M
5
MSFT icon
Microsoft
MSFT
+$57M

Top Sells

1
+$66.1M
2
+$37.2M
3
+$33.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.3M
5
CMG icon
Chipotle Mexican Grill
CMG
+$31.3M

Sector Composition

1 Technology 19.74%
2 Consumer Discretionary 15.92%
3 Financials 10.96%
4 Healthcare 10.74%
5 Energy 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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-14,750
702
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-59,173
703
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0
704
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0
705
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-39,464
706
– –
-37,720
707
– –
-12,318
708
– –
0
709
– –
-157,154
710
– –
0
711
– –
-112,895
712
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0
713
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714
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0
715
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0
716
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717
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0
718
– –
0
719
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0
720
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0
721
– –
0
722
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-19,059
723
– –
-438,786
724
– –
0
725
– –
-56,169
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