CI
CAZ Investments Portfolio holdings
AUM
$53.8M
1-Year Est. Return
200.33%
1 Year Est. Return
+200.33%
AUM
$53.8M
AUM Growth
+$36.1M
(+205%)
Holding
33
Top Buys
| 1 | +$14.4M | |
| 2 | +$9.3M | |
| 3 | +$4.43M | |
| 4 |
WBI
WaterBridge Infrastructure LLC
WBI
|
+$1.89M |
| 5 |
NerdWallet
NRDS
|
+$229K |
Top Sells
| 1 | +$2.53M | |
| 2 | +$2.45M | |
| 3 | +$43.4K | |
| 4 |
Hippo Holdings
HIPO
|
+$25.3K |
| 5 |
Design Therapeutics
DSGN
|
+$18.8K |
Sector Composition
| 1 | Financials | 44.4% |
| 2 | Technology | 21.31% |
| 3 | Real Estate | 12.98% |
| 4 | Energy | 11.96% |
| 5 | Communication Services | 0.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Traeger
COOK
$111M
| $24.4K | 0.05% |
20,000
|
|
||
27
ARS Pharmaceuticals
SPRY
$894M
| $20.1K | 0.04% |
2,000
|
|
||
28
Grove Collaborative
GROV
$56.7M
| $20K | 0.04% |
13,350
|
|
||
29
Redwire
RDW
$862M
| $13.5K | 0.03% |
1,500
|
|
||
30
Hyperfine
HYPR
$87.5M
| $7.25K | 0.01% |
5,000
|
|
||
|
ZEO
31
Zeo Energy
ZEO
$41.8M
| $1.85K | ﹤0.01% |
+1,369
|
|
||
32
iShares Biotechnology ETF
IBB
$8.6B
| – | – |
-20,000
|
|