CFM

Comprehensive Financial Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 0.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.01B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$1.53M
3
+$407K
4
UBER icon
Uber
UBER
+$7.36K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.38K

Top Sells

1
+$529M
2
+$135M
3
+$3.04M
4
UPWK icon
Upwork
UPWK
+$874K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$530K

Sector Composition

1 Financials 72.04%
2 Consumer Discretionary 13.53%
3 Technology 10.05%
4 Real Estate 0.04%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-60,496
27
– –
-33,481
1
2