CFAM

Center For Asset Management Portfolio holdings

AUM $187M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$6.13M
3
+$5.88M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.38M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.37%
2 Utilities 2.12%
3 Consumer Discretionary 1.92%
4 Healthcare 1.73%
5 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$226K 0.23%
+3,118
77
$220K 0.22%
+1,998
78
$220K 0.22%
+587
79
$218K 0.22%
+1,197
80
$205K 0.2%
+1,911
81
$203K 0.2%
+1,586
1 2 3
4