CMTU

Capital Markets Trading (UK) Portfolio holdings

AUM $82.8M
1-Year Est. Return 76.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+76.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.4M
3
+$3.9M
4
SOFI icon
SoFi Technologies
SOFI
+$3.68M
5
WFC icon
Wells Fargo
WFC
+$3.54M

Top Sells

1
+$7.81M
2
+$7.36M
3
+$6.23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.89M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.74M

Sector Composition

1 Financials 29.08%
2 Technology 26.71%
3 Consumer Discretionary 15.58%
4 Energy 6.67%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.25%
+28,719
27
$1.68M 1.22%
119,250
+18,402
28
$1.68M 1.22%
+17,865
29
$1.68M 1.22%
13,696
-29,043
30
$1.66M 1.2%
9,520
-11,609
31
$1.47M 1.07%
8,156
+1,504
32
$1.43M 1.04%
+20,183
33
$1.38M 1%
+4,960
34
$1.38M 1%
17,832
+7,776
35
$1.36M 0.99%
3,243
+1,982
36
$1.25M 0.91%
26,672
+8,190
37
$1.23M 0.89%
+5,469
38
$1.18M 0.86%
5,982
+3,882
39
$1.17M 0.84%
41,991
+34,577
40
$1.16M 0.84%
36,674
-166,746
41
$1.15M 0.83%
5,578
+3,073
42
$1.07M 0.78%
5,369
-2,693
43
$1.05M 0.76%
+91,462
44
$993K 0.72%
7,296
+710
45
$936K 0.68%
1,943
+1,350
46
$909K 0.66%
2,836
-1,387
47
$841K 0.61%
61,228
+22,141
48
$771K 0.56%
32,055
+7,669
49
$769K 0.56%
6,123
-3,682
50
$701K 0.51%
3,986
-10,335
1
2
3 4 5