CFSG

Clark Financial Services Group Portfolio holdings

AUM $163M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$8.86M
3 +$5.64M
4
AAPL icon
Apple
AAPL
+$4.5M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.22%
2 Healthcare 4.16%
3 Financials 3.51%
4 Utilities 3.47%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.31%
+737
52
$201K 0.31%
+10,738
53
$75K 0.12%
+17,628
54
$72K 0.11%
+20,000
55
$42K 0.07%
+11,484
56
$19K 0.03%
+11,500