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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
101
$201K 0.11%
824
-1,109
102
– –
-1,376
103
– –
-5,965
104
– –
-131,700
105
– –
-369
1 2 3 4
5