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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
$6.7B
AUM Growth
+$709M
(+12%)
Holding
332
Top Buys
| 1 | +$53.9M | |
| 2 | +$42.5M | |
| 3 | +$41.1M | |
| 4 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
+$31.1M |
| 5 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$30.8M |
Top Sells
| 1 | +$34.4M | |
| 2 | +$27.9M | |
| 3 | +$20.5M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$19.4M |
| 5 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$18.1M |
Sector Composition
| 1 | Financials | 21.51% |
| 2 | Industrials | 13.01% |
| 3 | Technology | 12.76% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Consumer Staples | 8.84% |