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CMS
Capital Market Strategies Portfolio holdings
AUM
$144M
1-Year Est. Return
23.32%
This Fund
S&P 500
This Quarter
Est. Return
+10.64%
1 Year Est. Return
+23.32%
3 Year Est. Return
+120.2%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$108M
AUM Growth
+$51.7M
(+92%)
Cap. Flow
+$43.6M
Cap. Flow
% of AUM
40.36%
Top 10 Holdings %
Top 10 Hldgs %
41.41%
Holding
143
New
99
Increased
14
Reduced
21
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$2.34M |
| 2 |
Home Depot
HD
|
+$1.79M |
| 3 |
Johnson & Johnson
JNJ
|
+$1.33M |
| 4 |
Eli Lilly
LLY
|
+$1.31M |
| 5 |
UnitedHealth
UNH
|
+$1.2M |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$97.4K |
| 2 |
Pfizer
PFE
|
+$89.3K |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$77.3K |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$74.4K |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$59.5K |
Sector Composition
| 1 | Technology | 29.48% |
| 2 | Healthcare | 9.9% |
| 3 | Financials | 6.96% |
| 4 | Consumer Discretionary | 4.31% |
| 5 | Industrials | 3.5% |
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