CMI
Clare Market Investments Portfolio holdings
AUM
$451M
1-Year Est. Return
33.77%
1 Year Est. Return
+33.77%
AUM
$451M
AUM Growth
+$71.1M
(+19%)
Holding
162
Top Buys
| 1 | +$5.48M | |
| 2 | +$2.91M | |
| 3 | +$2.54M | |
| 4 |
Adobe
ADBE
|
+$1.79M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.6M |
Top Sells
| 1 | +$2.68M | |
| 2 | +$2.52M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
VanEck Bitcoin Trust
HODL
$1.61B
| – | – |
-9,300
|
|
||
152
KLA
KLAC
$146B
| – | – |
-1,060
|
|
||
153
lululemon athletica
LULU
$19.9B
| – | – |
-3,170
|
|
||
154
LegalZoom.com
LZ
$1.79B
| – | – |
-10,925
|
|
||
155
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.3B
| – | – |
-7,800
|
|
||
156
Owens Corning
OC
$10.6B
| – | – |
-3,000
|
|
||
157
Pinterest
PINS
$22B
| – | – |
-6,680
|
|
||
158
Vanguard Small-Cap ETF
VB
$66.9B
| – | – |
-976
|
|
||
159
Vertiv
VRT
$66.5B
| – | – |
-12,525
|
|
||
160
Vanguard High Dividend Yield ETF
VYM
$64.8B
| – | – |
-3,963
|
|
||
161
Wingstop
WING
$7.17B
| – | – |
-2,279
|
|