CFO
Collective Family Office Portfolio holdings
AUM
$389M
1-Year Return
9.85%
This Quarter Return
+2.7%
1 Year Return
+9.85%
3 Year Return
+35.82%
5 Year Return
–
10 Year Return
–
AUM
$256M
AUM Growth
+$13.3M
(+5.5%)
Cap. Flow
+$7.4M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
30.53%
Holding
186
New
19
Increased
60
Reduced
60
Closed
10
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.3% |
| 2 | Healthcare | 2.32% |
| 3 | Energy | 1.61% |
| 4 | Financials | 1.35% |
| 5 | Industrials | 1.2% |
