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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
$5.87B
AUM Growth
+$177M
(+3.1%)
Holding
335
Top Buys
| 1 | +$109M | |
| 2 | +$17.2M | |
| 3 | +$12.7M | |
| 4 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$7.46M |
| 5 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$7.28M |
Top Sells
| 1 | +$27.9M | |
| 2 | +$22.5M | |
| 3 | +$22.2M | |
| 4 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$18.5M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$14.7M |
Sector Composition
| 1 | Financials | 19.89% |
| 2 | Technology | 12.11% |
| 3 | Healthcare | 11.45% |
| 4 | Industrials | 10.33% |
| 5 | Consumer Staples | 8.97% |