CM
Conifer Management Portfolio holdings
AUM
$604M
1-Year Est. Return
5.83%
This Fund
S&P 500
1 Year Est. Return
+5.83%
AUM
$604M
AUM Growth
-$27.5M
(-4.4%)
Holding
5
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 59.06% |
| 2 | Financials | 33.16% |
| 3 | Real Estate | 3.98% |
| 4 | Technology | 3.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Group 1 Automotive
GPI
$3.85B
| $224M | 37.04% |
568,424
|
|
||
2
Equitable Holdings
EQH
$11.1B
| $200M | 33.16% |
4,200,000
|
|
||
3
Lithia Motors
LAD
$6.6B
| $133M | 22.02% |
400,000
|
|
||
4
Smith Douglas Homes
SDHC
$134M
| $24M | 3.98% |
1,433,350
+581,794
|
|
||
5
Rimini Street
RMNI
$339M
| $22.9M | 3.8% |
5,913,199
|
|