CFM

Comprehensive Financial Management Portfolio holdings

AUM $3.62B
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
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
+$38.4M
2
+$1.46M
3
+$395K
4
UBER icon
Uber
UBER
+$8.14K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.45K

Top Sells

1
+$500M
2
+$199M
3
+$3.04M
4
UPWK icon
Upwork
UPWK
+$874K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$538K

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