CFG
Chapman Financial Group Portfolio holdings
AUM
$118M
This Quarter Return
+0.29%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
219
New
219
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.93M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$6.37M |
| 3 |
Microsoft
MSFT
|
$5.37M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.81M |
| 5 |
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% |
