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CFA
Churchill Financial Advisors Portfolio holdings
AUM
$476M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$476M
AUM Growth
+$149M
(+45%)
Holding
132
Top Buys
| 1 | +$45.7M | |
| 2 | +$8.94M | |
| 3 | +$8.21M | |
| 4 |
Microsoft
MSFT
|
+$6.97M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$4.32M |
Top Sells
| 1 | +$1.47M | |
| 2 | +$1.21M | |
| 3 | +$934K | |
| 4 |
GitLab
GTLB
|
+$587K |
| 5 |
S&P Global
SPGI
|
+$564K |
Sector Composition
| 1 | Consumer Staples | 29.75% |
| 2 | Technology | 18.47% |
| 3 | Financials | 5.56% |
| 4 | Consumer Discretionary | 5.21% |
| 5 | Industrials | 5.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
DoorDash
DASH
$83.6B
| – | – |
-1,404
|
|
||
|
127
GitLab
GTLB
$5.48B
| – | – |
-15,649
|
|
||
128
Mastercard
MA
$465B
| – | – |
-600
|
|
||
129
Symbotic
SYM
$5.55B
| – | – |
-3,620
|
|
||
130
Tractor Supply
TSCO
$16B
| – | – |
-9,230
|
|
||
131
United Parcel Service
UPS
$95.6B
| – | – |
-9,416
|
|
||
132
Zoom
ZM
$26.3B
| – | – |
-14,004
|
|