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
$26.3M
AUM Growth
-$493K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$934K
3 +$647K
4
VNOM icon
Viper Energy
VNOM
+$526K
5
KKR icon
KKR & Co
KKR
+$495K

Sector Composition

1 Technology 51.39%
2 Financials 14.63%
3 Energy 4.02%
4 Communication Services 2.14%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
-11,300
53
0