CIM

Confluence Investment Management Portfolio holdings

AUM $6.44B
1-Year Est. Return 7.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.79B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$38.8M
3
+$23.4M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$22.4M
5
WEC icon
WEC Energy
WEC
+$20.7M

Top Sells

1
+$70.1M
2
+$22.8M
3
+$21.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$17.6M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$16.5M

Sector Composition

1 Financials 19.79%
2 Technology 14.56%
3 Industrials 13.42%
4 Consumer Staples 8.73%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
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