CFS
Cannon Financial Strategists Portfolio holdings
AUM
$633M
This Quarter Return
-1.42%
1 Year Return
+11.73%
3 Year Return
+34.71%
5 Year Return
+56.15%
10 Year Return
–
AUM
$583M
AUM Growth
+$583M
(+2%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
75.92%
Holding
101
New
3
Increased
54
Reduced
15
Closed
5
Top Buys
| 1 |
Capital Group Core Bond ETF
CGCB
|
$6.44M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
$3.84M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.07M |
| 4 |
Avantis International Equity ETF
AVDE
|
$1.77M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
$1.55M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 1.12% |
| 2 | Healthcare | 0.61% |
| 3 | Technology | 0.56% |
| 4 | Utilities | 0.4% |
| 5 | Consumer Discretionary | 0.4% |