CMO

Covenant Multifamily Offices Portfolio holdings

AUM $557M
1-Year Est. Return 25.75%
This Quarter Est. Return
1 Year Est. Return
+25.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$985K
2 +$483K
3 +$64.6K
4
IAU icon
iShares Gold Trust
IAU
+$63K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$60.9K

Top Sells

1 +$121K
2 +$63.6K
3 +$6K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3K ﹤0.01%
30
27
-50
28
-1,240