CFO

Collective Family Office Portfolio holdings

AUM $444M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.64M
3
+$2.41M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.89M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.81M

Top Sells

1
+$5.13M
2
+$4.05M
3
+$1.82M
4
NEM icon
Newmont
NEM
+$1.51M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.32M

Sector Composition

1 Technology 3.47%
2 Healthcare 2.63%
3 Energy 2.47%
4 Financials 1.34%
5 Industrials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
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