CM
Cigogne Management Portfolio holdings
AUM
$126M
This Quarter Return
+7.7%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
85.65%
Top 10 Holdings %
Top 10 Hldgs %
48.11%
Holding
79
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
EDR
Endeavor Group Holdings, Inc.
EDR
|
$8.45M |
| 2 |
HCP
HashiCorp, Inc. Class A Common Stock
HCP
|
$6.97M |
| 3 |
JNPR
Juniper Networks
JNPR
|
$6.36M |
| 4 |
SMAR
Smartsheet Inc.
SMAR
|
$5.48M |
| 5 |
Frontier Communications
FYBR
|
$5.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.55% |
| 2 | Healthcare | 12.89% |
| 3 | Consumer Discretionary | 11.9% |
| 4 | Financials | 11.46% |
| 5 | Communication Services | 10.94% |
