CFSG

Clark Financial Services Group Portfolio holdings

AUM $188M
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$675K
3 +$646K
4
UNH icon
UnitedHealth
UNH
+$515K
5
COST icon
Costco
COST
+$367K

Top Sells

1 +$1.47M
2 +$313K
3 +$274K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$252K
5
VTV icon
Vanguard Value ETF
VTV
+$226K

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
-878