CFO

Collective Family Office Portfolio holdings

AUM $417M
1-Year Est. Return 9.55%
This Quarter Est. Return
1 Year Est. Return
+9.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
-$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.59%
2 Healthcare 3.02%
3 Communication Services 2.6%
4 Financials 2.51%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,660
177
-6,000