CFA

Churchill Financial Advisors Portfolio holdings

AUM $327M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1 +$67.4M
2 +$16.9M
3 +$14.7M
4
MSFT icon
Microsoft
MSFT
+$11.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 24.9%
2 Technology 20.93%
3 Financials 6.12%
4 Consumer Discretionary 5.16%
5 Communication Services 4.5%