CHM
Collaborative Holdings Management Portfolio holdings
AUM
$43.8M
This Quarter Return
+31.81%
1 Year Return
+85.45%
3 Year Return
+412.94%
5 Year Return
–
10 Year Return
–
AUM
$66.1M
AUM Growth
+$66.1M
(+102%)
Cap. Flow
+$29.9M
Cap. Flow
% of AUM
45.18%
Top 10 Holdings %
Top 10 Hldgs %
57.68%
Holding
51
New
22
Increased
5
Reduced
2
Closed
20
Top Buys
| 1 |
Amazon
AMZN
|
$6.22M |
| 2 |
Vertiv
VRT
|
$6.03M |
| 3 |
Marvell Technology
MRVL
|
$3.33M |
| 4 |
NVIDIA
NVDA
|
$3.16M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.91M |
Top Sells
| 1 |
MaxLinear
MXL
|
$4.18M |
| 2 |
Masimo
MASI
|
$3.63M |
| 3 |
DoubleVerify
DV
|
$1.58M |
| 4 |
DocuSign
DOCU
|
$1.31M |
| 5 |
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% |