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
1051
– –
0
1052
– –
-122,778
1053
– –
-14,117
1054
– –
0
1055
– –
-149,676
1056
– –
0
1057
– –
0
1058
– –
0
1059
– –
-84,685
1060
– –
-20,879
1061
– –
0
1062
– –
0
1063
– –
0
1064
– –
0
1065
– –
-27,313
1066
– –
-91,898
1067
– –
-23,096
1068
– –
0
1069
– –
0
1070
– –
0
1071
– –
-94,725
1072
– –
0
1073
– –
0
1074
– –
-77,270
1075
– –
0
41 42
43
44 45