CM

CM Management Portfolio holdings

AUM $120M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$5.56M
3 +$5.49M
4
ATER icon
Aterian
ATER
+$4.91M
5
AVNW icon
Aviat Networks
AVNW
+$3.95M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 36.62%
2 Technology 17.3%
3 Financials 11.58%
4 Consumer Discretionary 8.7%
5 Energy 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$198K 0.18%
+180
77
$193K 0.18%
+10,000
78
$179K 0.17%
+1,000
79
$170K 0.16%
+1,000
80
$157K 0.15%
+46,620