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CIM
Confluence Investment Management Portfolio holdings
AUM
$6.44B
1-Year Est. Return
7.64%
This Fund
S&P 500
1 Year Est. Return
+7.64%
AUM
$7.12B
AUM Growth
+$402M
(+6%)
Holding
318
Top Buys
| 1 | +$94.1M | |
| 2 | +$47.2M | |
| 3 | +$16.6M | |
| 4 |
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
|
+$10.6M |
| 5 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$8.92M |
Top Sells
| 1 | +$70.7M | |
| 2 | +$65.4M | |
| 3 | +$20.7M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$11M |
| 5 |
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$8.34M |
Sector Composition
| 1 | Financials | 18.84% |
| 2 | Industrials | 13.96% |
| 3 | Technology | 13.41% |
| 4 | Consumer Discretionary | 10.42% |
| 5 | Consumer Staples | 7.34% |