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
United Parcel Service
UPS
$88.8B
| – | – |
-9,416
|
|
||
127
Crown Castle
CCI
$39.7B
| – | – |
-6,312
|
|
||
128
Coinbase
COIN
$45.8B
| – | – |
-1,490
|
|
||
129
DoorDash
DASH
$68.7B
| – | – |
-1,404
|
|
||
|
130
GitLab
GTLB
$4.48B
| – | – |
-15,649
|
|
||
131
Mastercard
MA
$437B
| – | – |
-600
|
|
||
132
Zoom
ZM
$29.3B
| – | – |
-14,004
|
|