CMS
Capital Market Strategies Portfolio holdings
AUM
$144M
This Quarter Return
+6.49%
1 Year Return
+23.32%
3 Year Return
+120.2%
5 Year Return
–
10 Year Return
–
AUM
$93M
AUM Growth
+$93M
(+4.6%)
Cap. Flow
-$132K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
36.41%
Holding
144
New
11
Increased
33
Reduced
65
Closed
6
Top Buys
| 1 |
Novo Nordisk
NVO
|
$261K |
| 2 |
AstraZeneca
AZN
|
$233K |
| 3 |
Brown-Forman Class B
BF.B
|
$229K |
| 4 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$227K |
| 5 |
Axon Enterprise
AXON
|
$225K |
Top Sells
Sector Composition
| 1 | Technology | 20.32% |
| 2 | Healthcare | 11.65% |
| 3 | Financials | 9.96% |
| 4 | Consumer Discretionary | 4.19% |
| 5 | Industrials | 3.5% |
