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
$3.29B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$3.73K

Top Sells

1 +$7.59M
2 +$467K
3 +$55.4K

Sector Composition

1 Financials 68.77%
2 Consumer Discretionary 13.73%
3 Technology 3.71%
4 Healthcare 0.67%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$24.1K ﹤0.01%
127,151
52
-15,316