CI
CAZ Investments Portfolio holdings
AUM
$17.7M
This Quarter Return
+1.61%
1 Year Return
+21.24%
3 Year Return
+40.51%
5 Year Return
+0.75%
10 Year Return
-21.76%
AUM
$63.9M
AUM Growth
+$63.9M
(+14%)
Cap. Flow
+$8.39M
Cap. Flow
% of AUM
13.14%
Top 10 Holdings %
Top 10 Hldgs %
84.54%
Holding
43
New
8
Increased
5
Reduced
2
Closed
4
Top Buys
| 1 |
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
|
$11.1M |
| 2 |
Salesforce
CRM
|
$1.61M |
| 3 |
iShares Biotechnology ETF
IBB
|
$1.26M |
| 4 |
PayPal
PYPL
|
$659K |
| 5 |
Qualcomm
QCOM
|
$260K |
Top Sells
Sector Composition
| 1 | Communication Services | 33.54% |
| 2 | Industrials | 17.35% |
| 3 | Technology | 14.69% |
| 4 | Real Estate | 12.9% |
| 5 | Financials | 6.81% |
