CHM

Collaborative Holdings Management Portfolio holdings

AUM $43.8M
1-Year Est. Return 119.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+119.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.3M
3
+$9.24M
4
UPBD icon
Upbound Group
UPBD
+$8.21M
5
MP icon
MP Materials
MP
+$8.13M

Top Sells

1
+$20.3M
2
+$11.3M
3
+$7.95M
4
SPT icon
Sprout Social
SPT
+$7.92M
5
PLAN
Anaplan, Inc.
PLAN
+$5.32M

Sector Composition

1 Technology 57.15%
2 Communication Services 17.26%
3 Materials 8.18%
4 Consumer Discretionary 6.06%
5 Real Estate 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-53,000
27
– –
-111,000
28
– –
-27,873
29
– –
-74,000
1
2