CI

Chartist Inc Portfolio holdings

AUM $146M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$227K
2 +$212K

Top Sells

1 +$1.63M
2 +$776K
3 +$684K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$174K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$144K

Sector Composition

1 Materials 24.99%
2 Consumer Discretionary 1%
3 Utilities 0.39%
4 Financials 0.32%
5 Real Estate 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$212K 0.11%
+6,246
27
$202K 0.1%
770