CS

Capital Square Portfolio holdings

AUM $188M
1-Year Est. Return 13.66%
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$3.77M
2 +$3.7M
3 +$3.64M
4
LADR
Ladder Capital
LADR
+$3.39M
5
WPC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$29K 0.03%
+177
127
$28K 0.03%
+26,967