CFM
Comprehensive Financial Management Portfolio holdings
AUM
$3.58B
This Quarter Return
+6.61%
1 Year Return
+37.33%
3 Year Return
+38.66%
5 Year Return
-23.85%
10 Year Return
–
AUM
$3.29B
AUM Growth
+$3.29B
(+6.1%)
Cap. Flow
-$5.77M
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
97.31%
Holding
52
New
–
Increased
2
Reduced
2
Closed
1
Top Buys
| 1 |
Nu Holdings
NU
|
$2.35M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.73K |
Top Sells
| 1 |
PayPal
PYPL
|
$7.59M |
| 2 |
Datadog
DDOG
|
$467K |
| 3 |
TEAD
Teads Holding Co. Common Stock
TEAD
|
$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% |
