CH
CDKV Holdings Portfolio holdings
AUM
$120M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$120M
AUM Growth
–
Holding
277
Top Buys
| 1 | +$22.9M | |
| 2 | +$10M | |
| 3 | +$9.47M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$5.98M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$3.64M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.85% |
| 2 | Financials | 2.4% |
| 3 | Consumer Discretionary | 2.34% |
| 4 | Consumer Staples | 2.3% |
| 5 | Healthcare | 1.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Peloton Interactive
PTON
$1.75B
| $25 | ﹤0.01% |
+4
|
|
||
277
Patterson-UTI
PTEN
$3.17B
| $19 | ﹤0.01% |
+3
|
|