CMI

Cider Mill Investments Portfolio holdings

AUM $72.2M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$7.12M
3
+$5.97M
4
UNH icon
UnitedHealth
UNH
+$5.78M
5
NBL
Noble Energy, Inc.
NBL
+$3.91M

Top Sells

1
+$11.9M
2
+$9.77M
3
+$7.43M
4
BAC icon
Bank of America
BAC
+$4.75M
5
C icon
Citigroup
C
+$3.27M

Sector Composition

1 Communication Services 28.88%
2 Industrials 20.44%
3 Financials 17.33%
4 Technology 12.75%
5 Energy 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-225,397
27
– –
-136,820
1
2