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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
$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
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802
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803
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804
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-83,035
805
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806
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-53,525
807
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808
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809
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810
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811
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812
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813
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814
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815
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816
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818
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819
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820
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-742,486
821
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822
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823
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-108,911
824
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-18,495
825
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-13,457
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