CFM
Comprehensive Financial Management Portfolio holdings
AUM
$3.58B
This Quarter Return
+11.84%
1 Year Return
+37.33%
3 Year Return
+38.66%
5 Year Return
-23.85%
10 Year Return
–
AUM
$3.58B
AUM Growth
+$3.58B
(+13%)
Cap. Flow
+$39.2M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
96.7%
Holding
48
New
8
Increased
1
Reduced
1
Closed
5
Top Buys
| 1 |
CHYM
Chime Financial, Inc. Class A Common Stock
CHYM
|
$19.1M |
| 2 |
Meta Platforms (Facebook)
META
|
$8.57M |
| 3 |
Microsoft
MSFT
|
$5.28M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.59M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.63M |
Top Sells
| 1 |
LOGC
ContextLogic
LOGC
|
$1.96M |
| 2 |
VCSA
Vacasa, Inc. Class A Common Stock
VCSA
|
$1.47M |
| 3 |
NVIDIA
NVDA
|
$813K |
| 4 |
Snowflake
SNOW
|
$303K |
| 5 |
Datadog
DDOG
|
$286K |
Sector Composition
| 1 | Financials | 57.95% |
| 2 | Consumer Discretionary | 20.94% |
| 3 | Technology | 4.61% |
| 4 | Communication Services | 0.44% |
| 5 | Healthcare | 0.28% |
