CAM

Connacht Asset Management Portfolio holdings

AUM $16.9M
1-Year Est. Return 40.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$4.11M
3 +$4.08M
4
SONO icon
Sonos
SONO
+$3.64M
5
DKNG icon
DraftKings
DKNG
+$3.12M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 36.53%
2 Technology 20.46%
3 Healthcare 12.84%
4 Communication Services 9.45%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
0