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
$65.9M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.2M
3 +$1.2M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.04M
5
CTAS icon
Cintas
CTAS
+$1.02M

Top Sells

1 +$1.43M
2 +$1.38M
3 +$1.37M
4
MSFT icon
Microsoft
MSFT
+$1.13M
5
UNH icon
UnitedHealth
UNH
+$981K

Sector Composition

1 Industrials 21.22%
2 Technology 17.87%
3 Financials 13.2%
4 Energy 5.77%
5 Communication Services 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,850
102
-60
103
-66
104
-115