CAIML

Catherine Avery Investment Management LLC Portfolio holdings

AUM $167M
1-Year Est. Return 27.04%
This Quarter Est. Return
1 Year Est. Return
+27.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$4.86M
2 +$4.16M
3 +$3.71M
4
C icon
Citigroup
C
+$3.51M
5
JPM icon
JPMorgan Chase
JPM
+$3.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.22%
2 Industrials 17.12%
3 Financials 13.54%
4 Healthcare 11.56%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$13 ﹤0.01%
+3