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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
76
$379K 0.2%
18,571
+1,668
77
$377K 0.2%
4,565
+412
78
$371K 0.2%
1,130
-6
79
$360K 0.19%
2,805
+404
80
$356K 0.19%
1,083
+170
81
$342K 0.18%
449
+5
82
$340K 0.18%
+2,971
83
$334K 0.18%
1,403
+219
84
$331K 0.18%
1,395
+97
85
$327K 0.17%
2,310
+320
86
$325K 0.17%
12,316
87
$319K 0.17%
3,097
+102
88
$315K 0.17%
2,048
+123
89
$305K 0.16%
6,843
+803
90
$301K 0.16%
+934
91
$288K 0.15%
9,163
+1,195
92
$282K 0.15%
5,632
93
$278K 0.15%
782
94
$274K 0.15%
2,218
+282
95
$249K 0.13%
+3,698
96
$247K 0.13%
783
-714
97
$243K 0.13%
3,203
+472
98
$242K 0.13%
4,700
-684
99
$242K 0.13%
492
+70
100
$210K 0.11%
+2,856
1 2 3
4
5