CKAIS
Christensen King & Associates Investment Services Portfolio holdings
AUM
$218M
1-Year Est. Return
11.04%
1 Year Est. Return
+11.04%
AUM
$218M
AUM Growth
+$7.41M
(+3.5%)
Holding
103
Top Buys
| 1 | +$216K | |
| 2 | +$214K | |
| 3 | +$213K | |
| 4 |
Walmart
WMT
|
+$210K |
| 5 |
Oracle
ORCL
|
+$209K |
Top Sells
| 1 | +$392K | |
| 2 | +$349K | |
| 3 | +$347K | |
| 4 |
iShares Core High Dividend ETF
HDV
|
+$276K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$258K |
Sector Composition
| 1 | Technology | 3.26% |
| 2 | Consumer Discretionary | 0.99% |
| 3 | Healthcare | 0.74% |
| 4 | Financials | 0.44% |
| 5 | Consumer Staples | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Outlook Therapeutics
OTLK
$64.4M
| $38.9K | 0.02% |
24,330
+12,420
|
|
||
102
Chevron
CVX
$310B
| – | – |
-1,284
|
|
||
103
Home Depot
HD
$387B
| – | – |
-590
|
|