CMI

Clare Market Investments Portfolio holdings

AUM $451M
1-Year Est. Return 33.77%
This Quarter Est. Return
1 Year Est. Return
+33.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$971K
3 +$920K
4
MSFT icon
Microsoft
MSFT
+$684K
5
SNOW icon
Snowflake
SNOW
+$624K

Top Sells

1 +$1.23M
2 +$552K
3 +$414K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$304K
5
DXCM icon
DexCom
DXCM
+$298K

Sector Composition

1 Technology 36.41%
2 Communication Services 15.9%
3 Consumer Discretionary 15.19%
4 Energy 7.03%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,851
152
-13,525
153
-8,489
154
-5,456
155
-3,745