CI
Cherokee Insurance Portfolio holdings
AUM
$233M
1-Year Est. Return
8.85%
1 Year Est. Return
+8.85%
AUM
$233M
AUM Growth
+$4.22M
(+1.8%)
Holding
126
Top Buys
| 1 | +$441K | |
| 2 | +$211K | |
| 3 | +$206K | |
| 4 |
Las Vegas Sands
LVS
|
+$204K |
| 5 |
UMH
UMH Properties
UMH
|
+$161K |
Top Sells
| 1 | +$1.31M | |
| 2 | +$858K | |
| 3 | +$852K | |
| 4 |
JPMorgan Chase
JPM
|
+$789K |
| 5 |
Toronto Dominion Bank
TD
|
+$765K |
Sector Composition
| 1 | Energy | 21% |
| 2 | Industrials | 16.99% |
| 3 | Technology | 12.96% |
| 4 | Financials | 11.72% |
| 5 | Healthcare | 10.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Welltower
WELL
$129B
| – | – |
-1,600
|
|