CHM

Collaborative Holdings Management Portfolio holdings

AUM $43.8M
1-Year Est. Return 85.45%
This Quarter Est. Return
1 Year Est. Return
+85.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.1M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$6.03M
3
+$3.33M
4
NVDA icon
NVIDIA
NVDA
+$3.16M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$4.18M
2
+$3.63M
3
+$1.58M
4
DOCU icon
DocuSign
DOCU
+$1.31M
5
INTC icon
Intel
INTC
+$1.31M

Sector Composition

1 Technology 46.08%
2 Consumer Discretionary 16.57%
3 Industrials 16.47%
4 Communication Services 10.1%
5 Utilities 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GTM
51
ZoomInfo Technologies
GTM
$3.17B
– –
-30,000
1 2
3