CFG
Chapman Financial Group Portfolio holdings
AUM
$118M
This Quarter Return
+6.78%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.08%
Holding
216
New
216
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.63M |
| 2 |
Microsoft
MSFT
|
$5.9M |
| 3 |
Apple
AAPL
|
$5.34M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.2M |
| 5 |
JPMorgan Chase
JPM
|
$3.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.3% |
| 2 | Financials | 15.72% |
| 3 | Healthcare | 7.6% |
| 4 | Consumer Discretionary | 6.38% |
| 5 | Consumer Staples | 5.62% |
