CMANY

Capital Management Associates (New York) Portfolio holdings

AUM $61.3M
1-Year Est. Return 28.66%
This Quarter Est. Return
1 Year Est. Return
+28.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$1.39M
2 +$1.1M
3 +$918K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$901K
5
JETS icon
US Global Jets ETF
JETS
+$807K

Sector Composition

1 Financials 19.83%
2 Technology 19.58%
3 Consumer Discretionary 14.75%
4 Communication Services 12.16%
5 Industrials 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,500
77
-19,926
78
-5,000
79
-30,000
80
-11,026
81
-24,000