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
$195M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$350K
2 +$215K
3 +$93.2K
4
HD icon
Home Depot
HD
+$10.7K
5
ALL icon
Allstate
ALL
+$7.26K

Top Sells

1 +$1.78M
2 +$1.22M
3 +$312K
4
AXDX
Accelerate Diagnostics
AXDX
+$270K
5
SHW icon
Sherwin-Williams
SHW
+$228K

Sector Composition

1 Materials 24.14%
2 Consumer Discretionary 0.97%
3 Utilities 0.36%
4 Financials 0.34%
5 Real Estate 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,069
27
-68,996
28
-1,940