CI

CAZ Investments Portfolio holdings

AUM $57.8M
1-Year Est. Return 166.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+166.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.7M
AUM Growth
+$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.14M
3 +$149K
4
XYZ
Block Inc
XYZ
+$93.1K
5
IEP icon
Icahn Enterprises
IEP
+$10.7K

Top Sells

1 +$125K
2 +$55K
3 +$54K
4
HIPO icon
Hippo Holdings
HIPO
+$34.5K
5
DSGN icon
Design Therapeutics
DSGN
+$28.1K

Sector Composition

1 Technology 54.69%
2 Real Estate 3.57%
3 Financials 1.2%
4 Communication Services 0.86%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.6K 0.02%
5,000
27
-10,000