CFM

Comprehensive Financial Management Portfolio holdings

AUM $3.58B
1-Year Est. Return 37.33%
This Quarter Est. Return
1 Year Est. Return
+37.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.83B
AUM Growth
-$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$5.39M
3 +$1.13M
4
FSLY icon
Fastly
FSLY
+$1M
5
PTON icon
Peloton Interactive
PTON
+$677K

Top Sells

1 +$21.9M
2 +$20.9M
3 +$13.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$303K
5
WORK
Slack Technologies, Inc.
WORK
+$54.5K

Sector Composition

1 Financials 65.3%
2 Consumer Discretionary 20.56%
3 Technology 7.86%
4 Real Estate 0.08%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$190K ﹤0.01%
+10,506
27
$126K ﹤0.01%
+12,639
28
-2,213