CKAIS

Christensen King & Associates Investment Services Portfolio holdings

AUM $234M
1-Year Est. Return 13.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$204K
2 +$201K
3 +$196K
4
TSLA icon
Tesla
TSLA
+$192K
5
AMD icon
Advanced Micro Devices
AMD
+$166K

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
$38.9K 0.02%
24,330
+12,420
102
-1,284
103
-590