CI

Centerstone Investors Portfolio holdings

AUM $31.8M
1-Year Est. Return 32.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$9.24M
2 +$8.68M
3 +$8M
4
MHK icon
Mohawk Industries
MHK
+$7.07M
5
GLD icon
SPDR Gold Trust
GLD
+$6.52M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 21.16%
2 Industrials 19.33%
3 Healthcare 15.24%
4 Materials 14.18%
5 Consumer Staples 13.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.23M 2.03%
+35,558
27
$1.87M 1.7%
+10,536
28
$1.81M 1.65%
+9,750