CSI
Clark & Stuart Inc Portfolio holdings
AUM
$145M
1-Year Est. Return
9.88%
This Fund
S&P 500
1 Year Est. Return
+9.88%
AUM
$140M
AUM Growth
+$7.08M
(+5.3%)
Holding
52
Top Buys
| 1 | +$2.24M | |
| 2 | +$766K | |
| 3 | +$235K | |
| 4 |
United Rentals
URI
|
+$214K |
| 5 |
Applovin
APP
|
+$185K |
Top Sells
| 1 | +$1.29M | |
| 2 | +$901K | |
| 3 | +$269K | |
| 4 |
J.M. Smucker
SJM
|
+$176K |
| 5 |
New York Times
NYT
|
+$106K |
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
$182B
| $216K | 0.15% |
1,002
|
|
||
52
Vistra
VST
$53.8B
| $202K | 0.14% |
1,033
|
|