CFAM
Center For Asset Management Portfolio holdings
AUM
$201M
1-Year Est. Return
17.57%
This Fund
S&P 500
1 Year Est. Return
+17.57%
AUM
$201M
AUM Growth
+$10.1M
(+5.3%)
Holding
155
Top Buys
| 1 | +$1.92M | |
| 2 | +$1.18M | |
| 3 | +$1.07M | |
| 4 |
Franklin Systematic Style Premia ETF
FLSP
|
+$1.04M |
| 5 |
RTX Corp
RTX
|
+$902K |
Top Sells
| 1 | +$739K | |
| 2 | +$638K | |
| 3 | +$474K | |
| 4 |
Builders FirstSource
BLDR
|
+$460K |
| 5 |
Pfizer
PFE
|
+$400K |
Sector Composition
| 1 | Technology | 10.7% |
| 2 | Communication Services | 5.57% |
| 3 | Financials | 2.96% |
| 4 | Healthcare | 2.44% |
| 5 | Industrials | 2.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Silver Trust
SLV
$41.7B
| – | – |
-3,317
|
|
||
152
Sony
SONY
$128B
| – | – |
-9,732
|
|
||
|
SPYM
153
State Street SPDR Portfolio S&P 500 ETF
SPYM
$134B
| – | – |
-2,878
|
|
||
154
Vertex Pharmaceuticals
VRTX
$112B
| – | – |
-677
|
|
||
155
Vistra
VST
$55.3B
| – | – |
-3,956
|
|