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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
51
$537K 0.29%
3,787
+335
52
$523K 0.28%
4,360
+260
53
$523K 0.28%
2,567
+246
54
$518K 0.28%
1,164
-48
55
$510K 0.27%
1,644
+148
56
$509K 0.27%
13,383
+1,154
57
$501K 0.27%
1,176
+169
58
$494K 0.26%
2,001
+307
59
$490K 0.26%
3,706
+528
60
$480K 0.25%
4,403
+594
61
$474K 0.25%
1,349
+124
62
$464K 0.25%
693
+2
63
$464K 0.25%
2,406
+900
64
$463K 0.25%
1,341
-6
65
$456K 0.24%
1,125
+98
66
$447K 0.24%
6,777
+593
67
$444K 0.24%
650
+100
68
$443K 0.24%
3,867
+343
69
$433K 0.23%
11,000
70
$429K 0.23%
9,383
+845
71
$429K 0.23%
6,776
+611
72
$410K 0.22%
2,642
+232
73
$407K 0.22%
890
+123
74
$403K 0.21%
6,727
75
$402K 0.21%
8,912
+578
1 2
3
4 5