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
$202M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

1 +$47.7K
2 +$40.1K
3 +$33K
4
PHM icon
Pultegroup
PHM
+$23.5K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$19.4K

Sector Composition

1 Materials 24.55%
2 Consumer Discretionary 1.83%
3 Healthcare 0.88%
4 Communication Services 0.58%
5 Technology 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$190K 0.09%
10,648
-1,320
52
$164K 0.08%
+16,457
53
$295 ﹤0.01%
+196,540