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
$193M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.82M
2 +$2.27M
3 +$1.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$282K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$217K

Top Sells

1 +$264K
2 +$246K
3 +$222K
4
DVY icon
iShares Select Dividend ETF
DVY
+$205K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$201K

Sector Composition

1 Consumer Discretionary 7.68%
2 Communication Services 4.92%
3 Financials 3.36%
4 Healthcare 3.13%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,042