CI

CAZ Investments Portfolio holdings

AUM $53.8M
1-Year Est. Return 200.33%
This Quarter Est. Return
1 Year Est. Return
+200.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.4M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.75M
3
+$4.75M

Top Sells

1
+$2.83M
2
+$2.62M
3
+$2.62M
4
BABA icon
Alibaba
BABA
+$2.59M
5
PYPL icon
PayPal
PYPL
+$2.34M

Sector Composition

1 Technology 31.93%
2 Financials 13.99%
3 Healthcare 4.32%
4 Consumer Discretionary 3.65%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$121K 0.16%
500
-200
27
$109K 0.14%
5,667
28
$59K 0.08%
1,200
29
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-83,000
30
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-12,000
31
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-10,900
32
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0
33
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-16,300
34
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0
35
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0
36
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0
37
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-23,000
38
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0
39
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0
1
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