CSIA

Carl Stuart Investment Advisor Portfolio holdings

AUM $195M
1-Year Est. Return 20.1%
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$547K
2 +$215K
3 +$163K
4
IAU icon
iShares Gold Trust
IAU
+$139K
5
XOM icon
Exxon Mobil
XOM
+$7.23K

Top Sells

1 +$209K
2 +$207K
3 +$203K

Sector Composition

1 Energy 2.65%
2 Technology 2.64%
3 Consumer Discretionary 0.92%
4 Financials 0.53%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,150