CF

Convergence Financial Portfolio holdings

AUM $581M
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$9.15M
3 +$7.18M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.63M
5
TSLA icon
Tesla
TSLA
+$4.95M

Top Sells

1 +$4.02M
2 +$2.92M
3 +$744K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$501K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$485K

Sector Composition

1 Technology 10.8%
2 Consumer Discretionary 3.65%
3 Financials 3.24%
4 Healthcare 2.88%
5 Communication Services 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,020