CFM
Comprehensive Financial Management Portfolio holdings
AUM
$3.58B
1-Year Return
37.33%
This Quarter Return
+5.64%
1 Year Return
+37.33%
3 Year Return
+38.66%
5 Year Return
-23.85%
10 Year Return
–
AUM
$2.83B
AUM Growth
+$72.9M
(+2.6%)
Cap. Flow
-$73.2M
Cap. Flow
% of AUM
-2.58%
Top 10 Holdings %
Top 10 Hldgs %
97.31%
Holding
47
New
–
Increased
1
Reduced
7
Closed
6
Top Buys
| 1 |
Nu Holdings
NU
|
$4.11M |
Top Sells
| 1 |
PayPal
PYPL
|
$58.6M |
| 2 |
SentinelOne
S
|
$8.9M |
| 3 |
SPDR Gold Trust
GLD
|
$3.56M |
| 4 |
VMW
VMware, Inc
VMW
|
$2.79M |
| 5 |
Dell
DELL
|
$1.84M |
Sector Composition
| 1 | Financials | 63.61% |
| 2 | Consumer Discretionary | 15.59% |
| 3 | Technology | 4.08% |
| 4 | Healthcare | 0.68% |
| 5 | Industrials | 0.21% |
