CRM

Cardano Risk Management Portfolio holdings

AUM $9.41B
1-Year Est. Return 36.7%
This Quarter Est. Return
1 Year Est. Return
+36.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.52B
AUM Growth
+$865M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$106M
3
+$105M
4
FI icon
Fiserv
FI
+$97.3M
5
AAPL icon
Apple
AAPL
+$29.2M

Top Sells

1
+$13.2M
2
+$11.5M
3
+$7.72M
4
NVDA icon
NVIDIA
NVDA
+$7.05M
5
TSLA icon
Tesla
TSLA
+$6.34M

Sector Composition

1 Technology 52.06%
2 Consumer Discretionary 14.37%
3 Communication Services 10.25%
4 Financials 9.5%
5 Healthcare 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$962M 14.75%
3,839,577
+116,473
2
$947M 14.53%
7,054,299
-52,524
3
$907M 13.91%
2,150,988
-10,113
4
$527M 8.09%
2,404,209
-35,189
5
$289M 4.43%
715,197
-15,701
6
$287M 4.4%
1,506,471
-21,637
7
$275M 4.21%
1,450,380
-60,703
8
$264M 4.05%
1,137,908
-11,834
9
$235M 3.61%
745,016
+210
10
$194M 2.98%
368,690
+9,611
11
$190M 2.91%
791,764
-2,849
12
$175M 2.68%
4,257,295
-322,030
13
$169M 2.59%
218,515
+2,143
14
$128M 1.96%
139,415
+504
15
$126M 1.93%
248,198
+84
16
$125M 1.92%
747,768
-17,566
17
$120M 1.85%
309,760
+2,994
18
$112M 1.72%
+334,579
19
$106M 1.63%
+119,387
20
$105M 1.61%
+99,130
21
$97.3M 1.49%
+473,442
22
$94.4M 1.45%
893,009
+25,266
23
$84.9M 1.3%
853,754
+38,405