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
$10.1B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$62.1M
2
+$7.44M
3
+$3.24M
4
PANW icon
Palo Alto Networks
PANW
+$1.46M
5
CPNG icon
Coupang
CPNG
+$1.01M

Top Sells

1
+$104M
2
+$2.86M
3
+$2.68M
4
TWST icon
Twist Bioscience
TWST
+$1.99M
5
PYPL icon
PayPal
PYPL
+$1.02M

Sector Composition

1 Financials 75.4%
2 Consumer Discretionary 14.63%
3 Technology 4.79%
4 Healthcare 0.33%
5 Real Estate 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.01%
+20,571
27
$1.01M 0.01%
17,500
28
$621K 0.01%
2,500
29
$590K 0.01%
11,409
30
$539K 0.01%
+4,699
31
$307K ﹤0.01%
4,145
1
2