CI

Centerstone Investors Portfolio holdings

AUM $24.4M
1-Year Est. Return 23.71%
This Quarter Est. Return
1 Year Est. Return
+23.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.6M
AUM Growth
-$249K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$2.24M
3 +$634K
4
RYAAY icon
Ryanair
RYAAY
+$232K
5
ORLY icon
O'Reilly Automotive
ORLY
+$208K

Top Sells

1 +$12.3M
2 +$3.25M
3 +$2.05M
4
MHK icon
Mohawk Industries
MHK
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.15M

Sector Composition

1 Consumer Discretionary 21.48%
2 Industrials 18.58%
3 Healthcare 16.54%
4 Consumer Staples 7.67%
5 Technology 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-257,786
27
-60,086