CAIML
Catherine Avery Investment Management LLC Portfolio holdings
AUM
$167M
1-Year Est. Return
27.04%
1 Year Est. Return
+27.04%
AUM
$155M
AUM Growth
+$23.6M
(+18%)
Holding
178
Top Buys
| 1 | +$4.25M | |
| 2 | +$3.51M | |
| 3 | +$3.43M | |
| 4 |
Packaging Corp of America
PKG
|
+$3.39M |
| 5 |
United Parcel Service
UPS
|
+$1.45M |
Top Sells
| 1 | +$3.54M | |
| 2 | +$2.9M | |
| 3 | +$2.62M | |
| 4 |
Evergy
EVRG
|
+$2.6M |
| 5 |
LyondellBasell Industries
LYB
|
+$2.53M |
Sector Composition
| 1 | Technology | 25.48% |
| 2 | Industrials | 12.74% |
| 3 | Financials | 12.52% |
| 4 | Energy | 12.04% |
| 5 | Healthcare | 10.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Avantis All Equity Markets ETF
AVGE
$710M
| – | – |
-13
|
|
||
177
Ameriprise Financial
AMP
$47.2B
| – | – |
-14
|
|
||
178
ACM Research
ACMR
$3.45B
| – | – |
-25
|
|