CFO
Collective Family Office Portfolio holdings
AUM
$389M
1-Year Return
9.85%
This Quarter Return
+11.72%
1 Year Return
+9.85%
3 Year Return
+35.82%
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.21%
Holding
150
New
150
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.23% |
| 2 | Communication Services | 3.31% |
| 3 | Healthcare | 3.02% |
| 4 | Consumer Discretionary | 2.65% |
| 5 | Financials | 2.24% |
