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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
801
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0
802
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-15,028
803
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804
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805
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0
806
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-14,774
807
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0
808
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-19,397
809
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0
810
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-46,768
811
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-65,293
812
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-66,141
813
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0
814
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0
815
– –
-69,406
816
– –
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817
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0
818
– –
-84,827
819
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-266,041
820
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-87,421
821
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0
822
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-25,931
823
– –
0
824
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825
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-12,857
31 32
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