CSI
Clark & Stuart Inc Portfolio holdings
AUM
$140M
1-Year Est. Return
1.8%
1 Year Est. Return
+1.8%
AUM
$140M
AUM Growth
+$7.08M
(+5.3%)
Holding
52
Top Buys
| 1 | +$2.06M | |
| 2 | +$774K | |
| 3 | +$288K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$273K |
| 5 |
United Rentals
URI
|
+$229K |
Top Sells
| 1 | +$1.34M | |
| 2 | +$938K | |
| 3 | +$265K | |
| 4 |
J.M. Smucker
SJM
|
+$176K |
| 5 |
Johnson & Johnson
JNJ
|
+$107K |
Sector Composition
| 1 | Industrials | 25.15% |
| 2 | Consumer Staples | 22.77% |
| 3 | Healthcare | 18.22% |
| 4 | Communication Services | 7.35% |
| 5 | Materials | 6.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Boeing
BA
$164B
| $216K | 0.15% |
1,002
|
|
||
52
Vistra
VST
$65.8B
| $202K | 0.14% |
1,033
|
|