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
$192M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$3K
2 +$223

Top Sells

1 +$3.64M
2 +$1.74M
3 +$1.61M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.27M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$665K

Sector Composition

1 Materials 39.42%
2 Consumer Discretionary 0.91%
3 Financials 0.39%
4 Technology 0.28%
5 Real Estate 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-983