CI
Chartist Inc Portfolio holdings
AUM
$193M
This Quarter Return
+1.89%
1 Year Return
+15.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
–
Cap. Flow
+$173M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.94%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$13.5M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$12.6M |
| 3 |
SPDR S&P Homebuilders ETF
XHB
|
$7.81M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$7.36M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$7.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 7.85% |
| 2 | Communication Services | 3.77% |
| 3 | Financials | 3.44% |
| 4 | Healthcare | 2.77% |
| 5 | Consumer Staples | 1.92% |
