CMI
Clare Market Investments Portfolio holdings
AUM
$451M
1-Year Return
33.77%
This Quarter Return
+17.97%
1 Year Return
+33.77%
3 Year Return
+150.42%
5 Year Return
+241.56%
10 Year Return
–
AUM
$451M
AUM Growth
+$71.1M
(+19%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
3.36%
Top 10 Holdings %
Top 10 Hldgs %
56.87%
Holding
162
New
29
Increased
49
Reduced
51
Closed
19
Top Buys
| 1 |
UnitedHealth
UNH
|
$5.48M |
| 2 |
Advanced Micro Devices
AMD
|
$2.91M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.54M |
| 4 |
Adobe
ADBE
|
$1.79M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.6M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.68M |
| 2 |
CrowdStrike
CRWD
|
$2.52M |
| 3 |
iShares Bitcoin Trust
IBIT
|
$1.71M |
| 4 |
Amazon
AMZN
|
$1.42M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.33M |
Sector Composition
| 1 | Technology | 37.22% |
| 2 | Communication Services | 17.38% |
| 3 | Consumer Discretionary | 12.7% |
| 4 | Industrials | 5.12% |
| 5 | Healthcare | 5.03% |
