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CMI

Clare Market Investments Portfolio holdings

AUM $478M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.16M
3
+$1.89M
4
ZM icon
Zoom
ZM
+$1.7M
5
PINS icon
Pinterest
PINS
+$1.69M

Top Sells

1
+$1.66M
2
+$1.64M
3
+$1.42M
4
RIOT icon
Riot Platforms
RIOT
+$980K
5
AVLR
Avalara, Inc.
AVLR
+$920K

Sector Composition

1 Technology 33.67%
2 Communication Services 20.47%
3 Consumer Discretionary 18.43%
4 Financials 5.23%
5 Energy 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$150K 0.06%
+19,100
127
$137K 0.05%
10,000
128
– –
-4,418
129
– –
-2,503
130
– –
-2,570
131
– –
-1,150
132
– –
-1,371
133
– –
-1,440
134
– –
-1,400
135
– –
-3,532
136
– –
-2,643
137
– –
-1,780
138
– –
-2,575
139
– –
-5,579
140
– –
-4,372
141
– –
-29,365
142
– –
-19,000
2 3 4 5
6