CI

Chartist Inc Portfolio holdings

AUM $193M
1-Year Est. Return 15.44%
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$70.9M
2 +$29.9M
3 +$26.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$21.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.43M

Top Sells

No sells this quarter

Sector Composition

1 Materials 39.82%
2 Consumer Discretionary 0.98%
3 Financials 0.37%
4 Technology 0.31%
5 Real Estate 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$224K 0.13%
+983