CFG

Chapman Financial Group Portfolio holdings

AUM $145M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1 +$6.93M
2 +$6.37M
3 +$5.37M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.81M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.84%
2 Financials 15.14%
3 Healthcare 9.51%
4 Industrials 7.08%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$41.2K 0.03%
+2,000
152
$41.1K 0.03%
+786
153
$40.4K 0.03%
+900
154
$35.3K 0.03%
+850
155
$33.5K 0.03%
+419
156
$32.7K 0.03%
+325
157
$30.5K 0.02%
+52
158
$28.7K 0.02%
+600
159
$27.5K 0.02%
+310
160
$25.3K 0.02%
+300
161
$24.3K 0.02%
+50
162
$21.6K 0.02%
+90
163
$21.6K 0.02%
+500
164
$21.5K 0.02%
+500
165
$20.6K 0.02%
+85
166
$20.4K 0.02%
+290
167
$19.5K 0.02%
+290
168
$19.3K 0.02%
+425
169
$17.4K 0.01%
+869
170
$16.9K 0.01%
+800
171
$16.7K 0.01%
+33
172
$16K 0.01%
+100
173
$15.4K 0.01%
+260
174
$15.2K 0.01%
+42
175
$13.8K 0.01%
+300