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
$10.6B
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$66.6M
2 +$16.7M
3 +$8.63M
4
RBLX icon
Roblox
RBLX
+$2.86M
5
PDD icon
Pinduoduo
PDD
+$2.04M

Sector Composition

1 Financials 76.55%
2 Consumer Discretionary 14.83%
3 Technology 3.57%
4 Healthcare 0.94%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-179,862