CFSG
Clark Financial Services Group Portfolio holdings
AUM
$163M
1-Year Est. Return
18.13%
1 Year Est. Return
+18.13%
AUM
$163M
AUM Growth
+$18.3M
(+13%)
Holding
101
Top Buys
| 1 | +$1.61M | |
| 2 | +$744K | |
| 3 | +$737K | |
| 4 |
UnitedHealth
UNH
|
+$420K |
| 5 |
Tesla
TSLA
|
+$385K |
Top Sells
| 1 | +$1.59M | |
| 2 | +$347K | |
| 3 | +$275K | |
| 4 |
Amgen
AMGN
|
+$274K |
| 5 |
Vanguard Value ETF
VTV
|
+$236K |
Sector Composition
| 1 | Technology | 14.35% |
| 2 | Financials | 4.44% |
| 3 | Healthcare | 2.33% |
| 4 | Communication Services | 2.28% |
| 5 | Industrials | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Amgen
AMGN
$157B
| – | – |
-878
|
|