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
$3.57B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.51M
3
+$1.52M
4
BABA icon
Alibaba
BABA
+$1.14M
5
NU icon
Nu Holdings
NU
+$764K

Top Sells

1
+$68.3M
2
+$11.5M
3
+$2.55M
4
CLOV icon
Clover Health Investments
CLOV
+$1.52M
5
JOBY icon
Joby Aviation
JOBY
+$1.42M

Sector Composition

1 Financials 62.5%
2 Consumer Discretionary 20.03%
3 Technology 4.67%
4 Healthcare 0.74%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$149K ﹤0.01%
+13,596
52
$135K ﹤0.01%
10,301
53
$112K ﹤0.01%
92,520
54
$47K ﹤0.01%
16,123
55
$41K ﹤0.01%
32,116
56
– –
-3,883
57
– –
-1,020,928
58
– –
-5,582
59
– –
-428,864
1 2
3