CFAM
Center For Asset Management Portfolio holdings
AUM
$162M
This Quarter Return
+2.38%
1 Year Return
+11.66%
3 Year Return
+40.98%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-4.7%)
Cap. Flow
-$7.28M
Cap. Flow
% of AUM
-7.12%
Top 10 Holdings %
Top 10 Hldgs %
45.16%
Holding
122
New
11
Increased
53
Reduced
34
Closed
19
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.9M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$415K |
| 3 |
Sanofi
SNY
|
$399K |
| 4 |
Entergy
ETR
|
$377K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$346K |
Top Sells
Sector Composition
| 1 | Utilities | 6.49% |
| 2 | Consumer Staples | 5.84% |
| 3 | Healthcare | 5.42% |
| 4 | Technology | 5.15% |
| 5 | Communication Services | 3.28% |
