CI
Cherokee Insurance Portfolio holdings
AUM
$247M
1-Year Est. Return
16.25%
This Fund
S&P 500
1 Year Est. Return
+16.25%
AUM
$233M
AUM Growth
+$4.22M
(+1.8%)
Holding
126
Top Buys
| 1 | +$489K | |
| 2 | +$201K | |
| 3 | +$200K | |
| 4 |
Newmont
NEM
|
+$174K |
| 5 |
UMH
UMH Properties
UMH
|
+$174K |
Top Sells
| 1 | +$1.31M | |
| 2 | +$802K | |
| 3 | +$775K | |
| 4 |
Toronto Dominion Bank
TD
|
+$765K |
| 5 |
JPMorgan Chase
JPM
|
+$744K |
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
GE Vernova
GEV
$230B
| – | – |
-656
|
|