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CFSG

Clark Financial Services Group Portfolio holdings

AUM $181M
1-Year Est. Return 21.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$3.5M
3
+$2.1M
4
DIS icon
Walt Disney
DIS
+$350K
5
MSTR icon
Strategy Inc
MSTR
+$347K

Top Sells

1
+$3.49M
2
+$366K
3
+$365K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$285K
5
DOV icon
Dover
DOV
+$252K

Sector Composition

1 Technology 14.94%
2 Industrials 5.57%
3 Financials 4.21%
4 Healthcare 2.33%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.53%
13,067
27
$956K 0.51%
1,302
+118
28
$931K 0.49%
52,269
29
$892K 0.47%
2,704
+142
30
$794K 0.42%
4,747
+381
31
$779K 0.41%
11,315
+1,663
32
$737K 0.39%
5,504
+501
33
$725K 0.39%
2,126
+914
34
$723K 0.38%
20,000
+1,195
35
$719K 0.38%
2,957
+156
36
$707K 0.38%
3,455
+455
37
$684K 0.36%
6,429
+932
38
$647K 0.34%
2,703
+350
39
$641K 0.34%
22,690
+1,698
40
$634K 0.34%
5,598
+503
41
$619K 0.33%
9,368
+640
42
$584K 0.31%
1,655
+797
43
$581K 0.31%
2,647
+6
44
$572K 0.3%
1,873
+172
45
$565K 0.3%
2,249
+165
46
$563K 0.3%
1,119
47
$554K 0.29%
3,532
+323
48
$553K 0.29%
2,929
+283
49
$539K 0.29%
1,969
50
$539K 0.29%
3,696
+326
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