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CFG

CKW Financial Group Portfolio holdings

AUM $917M
1-Year Est. Return 18.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.23M
3
+$620K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$565K
5
STEM icon
Stem
STEM
+$182K

Top Sells

1
+$32.6M
2
+$937K
3
+$409K
4
DELL icon
Dell
DELL
+$113K
5
ZM icon
Zoom
ZM
+$88.2K

Sector Composition

1 Technology 1.46%
2 Financials 0.87%
3 Industrials 0.63%
4 Consumer Discretionary 0.42%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K ﹤0.01%
1,000
177
$10K ﹤0.01%
60
178
$10K ﹤0.01%
101
179
$10K ﹤0.01%
323
180
$10K ﹤0.01%
160
+2
181
$10K ﹤0.01%
200
182
$10K ﹤0.01%
500
-1,000
183
$10K ﹤0.01%
238
+226
184
$10K ﹤0.01%
200
185
$10K ﹤0.01%
+285
186
$10K ﹤0.01%
100
187
$10K ﹤0.01%
200
188
$10K ﹤0.01%
203
189
$10K ﹤0.01%
200
190
$10K ﹤0.01%
750
191
$10K ﹤0.01%
+311
192
$10K ﹤0.01%
562
193
$10K ﹤0.01%
99
194
$10K ﹤0.01%
10
195
$10K ﹤0.01%
+1,721
196
$10K ﹤0.01%
500
197
$10K ﹤0.01%
+142
198
$10K ﹤0.01%
609
199
$10K ﹤0.01%
450
200
$10K ﹤0.01%
1,789
6 7
8
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