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
$3.11B
AUM Growth
-$740M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.27M
3
+$1.19M
4
TMPO
Tempo Automation Holdings, Inc. Common Stock
TMPO
+$37.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$765

Top Sells

1
+$170M
2
+$143M
3
+$6.86M
4
ZY
Zymergen Inc. Common Stock
ZY
+$2.14M
5
CSCO icon
Cisco
CSCO
+$256K

Sector Composition

1 Financials 68.58%
2 Consumer Discretionary 13.63%
3 Technology 3.77%
4 Healthcare 0.69%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.2K ﹤0.01%
+47,738
52
$24.8K ﹤0.01%
127,151
53
– –
-6,409
54
– –
-61,256
55
– –
-769,477
1 2
3