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
$41.7M
AUM Growth
-$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.38M
3
+$2.14M
4
UAL icon
United Airlines
UAL
+$1.78M
5
WFC icon
Wells Fargo
WFC
+$1.44M

Top Sells

1
+$5.98M
2
+$4.93M
3
+$3.91M
4
F icon
Ford
F
+$3.71M
5
BAC icon
Bank of America
BAC
+$1.9M

Sector Composition

1 Consumer Discretionary 26.65%
2 Industrials 21.06%
3 Technology 13.46%
4 Financials 7.41%
5 Energy 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-302
77
– –
-85,700
78
– –
0
79
– –
-23,694
80
– –
-23,907
81
– –
0
82
$0 ﹤0.01%
73
-86,200
83
– –
-11,907
84
– –
0
1 2 3
4