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
$69.8M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$87K

Top Sells

1
+$84.6M
2
+$8.82M
3
+$6.4M
4
OPEN icon
Opendoor
OPEN
+$1.49M
5
PLTR icon
Palantir
PLTR
+$494K

Sector Composition

1 Financials 20.68%
2 Technology 12.94%
3 Real Estate 2.14%
4 Communication Services 0.22%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39K 0.06%
250
27
$38K 0.05%
500
-6,500
28
$33K 0.05%
2,000
-4,500
29
$26K 0.04%
2,500
30
$24K 0.03%
10,000
31
$19K 0.03%
13,350
32
$4K 0.01%
5,000
33
– –
0
34
– –
-20,000
1
2