CFS

CGC Financial Services Portfolio holdings

AUM $363M
1-Year Est. Return 7.29%
This Quarter Est. Return
1 Year Est. Return
+7.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Sells

1 +$445K
2 +$259K
3 +$110K
4
JPM icon
JPMorgan Chase
JPM
+$98.1K
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$95.9K

Sector Composition

1 Technology 2.34%
2 Consumer Discretionary 0.84%
3 Healthcare 0.8%
4 Consumer Staples 0.67%
5 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-3
352
-15