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
$3.04B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.62M
3
+$121K
4
LAZR icon
Luminar Technologies
LAZR
+$19.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$441

Top Sells

1
+$31.6M
2
+$5.54M
3
+$4.08M
4
DDOG icon
Datadog
DDOG
+$2.44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.62M

Sector Composition

1 Financials 66.17%
2 Consumer Discretionary 14.92%
3 Technology 3.96%
4 Healthcare 0.79%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-400,000
52
– –
-127,151
1 2
3