CAIMH

Central Asset Investments & Management Holdings Portfolio holdings

AUM $154M
1-Year Est. Return 186.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+186.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$9.27M
3
+$8.62M
4
TSLA icon
Tesla
TSLA
+$6.96M
5
TSM icon
TSMC
TSM
+$5.9M

Top Sells

1
+$8.42M
2
+$3.47M
3
+$2.25M
4
FUTU icon
Futu Holdings
FUTU
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$2.04M

Sector Composition

1 Technology 32.35%
2 Consumer Discretionary 18.43%
3 Utilities 10.34%
4 Financials 9.63%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,000
77
– –
0
78
– –
-17,343
79
– –
-1,600
80
– –
-10,000
1 2 3
4