CAIM

Catherine Avery Investment Management Portfolio holdings

AUM $167M
1-Year Est. Return 27.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$3.39M
2 +$3.31M
3 +$3.01M
4
QCOM icon
Qualcomm
QCOM
+$2.97M
5
AMGN icon
Amgen
AMGN
+$2.85M

Top Sells

1 +$5.67M
2 +$2.5M
3 +$1.78M
4
APD icon
Air Products & Chemicals
APD
+$1.49M
5
IBM icon
IBM
IBM
+$435K

Sector Composition

1 Technology 25.66%
2 Financials 14.31%
3 Healthcare 12.52%
4 Industrials 10.22%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10