CS
Capital Square Portfolio holdings
AUM
$188M
This Quarter Return
+3.79%
1 Year Return
+13.66%
3 Year Return
+37.02%
5 Year Return
+81.39%
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.43%
Holding
127
New
127
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
MFA
MFA Financial
MFA
|
$3.77M |
| 2 |
VER
VEREIT, Inc.
VER
|
$3.7M |
| 3 |
Rithm Capital
RITM
|
$3.64M |
| 4 |
LADR
Ladder Capital
LADR
|
$3.39M |
| 5 |
W.P. Carey
WPC
|
$3.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 37.63% |
| 2 | Consumer Staples | 6.64% |
| 3 | Financials | 6.22% |
| 4 | Consumer Discretionary | 5.8% |
| 5 | Industrials | 4.27% |
