CFAM
Center For Asset Management Portfolio holdings
AUM
$162M
This Quarter Return
-4.13%
1 Year Return
+11.66%
3 Year Return
+40.98%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(-4.2%)
Cap. Flow
+$588K
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
42.74%
Holding
146
New
24
Increased
59
Reduced
40
Closed
20
Top Buys
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.22M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.14M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.72M |
| 4 |
Amazon
AMZN
|
$988K |
| 5 |
Vanguard Growth ETF
VUG
|
$587K |
Sector Composition
| 1 | Technology | 9.02% |
| 2 | Healthcare | 3.14% |
| 3 | Utilities | 2.81% |
| 4 | Financials | 2.35% |
| 5 | Consumer Staples | 2.28% |
