CI
CAZ Investments Portfolio holdings
AUM
$17.7M
This Quarter Return
+0.87%
1 Year Return
+21.24%
3 Year Return
+40.51%
5 Year Return
+0.75%
10 Year Return
-21.76%
AUM
$3.95M
AUM Growth
+$3.95M
(+48%)
Cap. Flow
+$997K
Cap. Flow
% of AUM
25.28%
Top 10 Holdings %
Top 10 Hldgs %
90.16%
Holding
20
New
4
Increased
2
Reduced
3
Closed
–
Top Buys
| 1 |
Amplify Cybersecurity ETF
HACK
|
$540K |
| 2 |
Invesco KBW Property & Casualty Insurance ETF
KBWP
|
$422K |
| 3 |
Alerian MLP ETF
AMLP
|
$387K |
| 4 |
Greenlight Captial
GLRE
|
$355K |
| 5 |
Uber
UBER
|
$232K |
Top Sells
| 1 |
iShares Silver Trust
SLV
|
$513K |
| 2 |
DFRG
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
|
$326K |
| 3 |
Global X Uranium ETF
URA
|
$115K |
Sector Composition
| 1 | Financials | 28.59% |
| 2 | Technology | 9.66% |
| 3 | Communication Services | 2.59% |
| 4 | Industrials | 0% |
