CFSG
Clark Financial Services Group Portfolio holdings
AUM
$163M
1-Year Est. Return
18.13%
1 Year Est. Return
+18.13%
AUM
$144M
AUM Growth
+$13.6M
(+10%)
Holding
103
Top Buys
| 1 | +$6.35M | |
| 2 | +$3.81M | |
| 3 | +$3.71M | |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$2.23M |
| 5 |
Oracle
ORCL
|
+$468K |
Top Sells
| 1 | +$2.54M | |
| 2 | +$516K | |
| 3 | +$424K | |
| 4 |
Confluent
CFLT
|
+$405K |
| 5 |
JNPR
Juniper Networks
JNPR
|
+$392K |
Sector Composition
| 1 | Technology | 13.98% |
| 2 | Financials | 4.39% |
| 3 | Healthcare | 2.58% |
| 4 | Communication Services | 2.21% |
| 5 | Industrials | 1.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
JNPR
101
DELISTED
Juniper Networks
JNPR
| – | – |
-10,484
|
|
||
102
PepsiCo
PEP
$210B
| – | – |
-1,491
|
|
||
103
UnitedHealth
UNH
$323B
| – | – |
-839
|
|