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CFAM

Center For Asset Management Portfolio holdings

AUM $201M
1-Year Est. Return 17.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$1.97M
3
+$1.62M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.04M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$781K

Top Sells

1
+$4.22M
2
+$2.2M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$936K
5
VUG icon
Vanguard Growth ETF
VUG
+$579K

Sector Composition

1 Technology 9.02%
2 Healthcare 3.14%
3 Utilities 2.81%
4 Financials 2.35%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.16%
+9,545
127
– –
-10,185
128
– –
-1,806
129
– –
-4,278
130
– –
-15,473
131
– –
-8,152
132
– –
-8,057
133
– –
-469
134
– –
-28,448
135
– –
-2,800
136
– –
-2,158
137
– –
-14,320
138
– –
-1,022
139
– –
-276
140
– –
-1,659
141
– –
-1,947
142
– –
-1,322
143
– –
-9,543
144
– –
-19,771
145
– –
-4,805
146
– –
-20,632
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