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CI

Centerstone Investors Portfolio holdings

AUM $31.8M
1-Year Est. Return 32.46%
This Fund
S&P 500
This Quarter Est. Return
+5.06%
1 Year Est. Return
+32.46%
3 Year Est. Return
+73.66%
5 Year Est. Return
+92.93%
10 Year Est. Return
–
AUM
$31.8M
AUM Growth
+$3.75M
Cap. Flow
+$2.33M
Cap. Flow %
7.31%
Top 10 Hldgs %
74.75%
Holding
22
New
1
Increased
1
Reduced
1
Closed
–

Top Buys

1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.47M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.38M

Top Sells

1
GLD icon
SPDR Gold Trust
GLD
+$1.53M

Sector Composition

1 Consumer Discretionary 12.7%
2 Materials 8.81%
3 Industrials 8.28%
4 Healthcare 4.43%
5 Communication Services 4.22%

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