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
$115M
AUM Growth
-$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$17K
3
+$5.76K
4
IAU icon
iShares Gold Trust
IAU
+$5.29K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.08K

Top Sells

1
+$2.38M
2
+$2.08M
3
+$1.86M
4
NKE icon
Nike
NKE
+$1.86M
5
UNP icon
Union Pacific
UNP
+$1.75M

Sector Composition

1 Technology 2.59%
2 Energy 2.08%
3 Consumer Discretionary 0.88%
4 Financials 0.52%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
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