CFS
Capital Financial Services Portfolio holdings
AUM
$72.5M
1-Year Return
12.95%
This Quarter Return
+18.56%
1 Year Return
-12.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$71.8M
AUM Growth
–
Cap. Flow
+$71.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.59%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.3M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$3.18M |
| 3 |
TSMC
TSM
|
$3.09M |
| 4 |
NVEE
NV5 Global
NVEE
|
$2.93M |
| 5 |
Pfizer
PFE
|
$2.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.65% |
| 2 | Financials | 20.86% |
| 3 | Healthcare | 15.25% |
| 4 | Communication Services | 10.82% |
| 5 | Real Estate | 8.28% |
