CJH

Christopher J. Hasenberg Portfolio holdings

AUM $269M
1-Year Est. Return 14.57%
This Quarter Est. Return
1 Year Est. Return
+14.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$4.13M
3
+$4.06M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.47M

Top Sells

1
+$14.9M
2
+$6.71M
3
+$26.3K
4
ET icon
Energy Transfer Partners
ET
+$13.6K
5
AAPL icon
Apple
AAPL
+$8.43K

Sector Composition

1 Industrials 0.51%
2 Healthcare 0.45%
3 Technology 0.26%
4 Energy 0.23%
5 Utilities 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.4K 0.02%
61
+17
52
$32.1K 0.01%
630
53
$31.3K 0.01%
70
+44
54
$31.1K 0.01%
632
55
$28.4K 0.01%
120
56
$25.5K 0.01%
140
+60
57
$23.9K 0.01%
+602
58
$20.9K 0.01%
267
59
$20.7K 0.01%
502
+416
60
$17.3K 0.01%
+327
61
$16.8K 0.01%
191
62
$15.5K 0.01%
59
+32
63
$14.4K 0.01%
17
64
$13.5K 0.01%
175
65
$11.6K 0.01%
94
66
$11.6K 0.01%
+114
67
$11.1K 0.01%
+221
68
$11K 0.01%
286
69
$10.6K ﹤0.01%
+24
70
$10.5K ﹤0.01%
69
71
$10.4K ﹤0.01%
167
72
$10.2K ﹤0.01%
42
-11
73
$10.1K ﹤0.01%
+20
74
$9.81K ﹤0.01%
+497
75
$8.66K ﹤0.01%
17
1 2
3
4 5