CFS

Commonwealth Financial Services Portfolio holdings

AUM $584M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Sells

1 +$26.9M
2 +$13.7M
3 +$5.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.47M
5
IYF icon
iShares US Financials ETF
IYF
+$2.08M

Sector Composition

1 Energy 2.3%
2 Financials 1.55%
3 Technology 1.49%
4 Consumer Staples 1.44%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$25K 0.02%
414
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$24K 0.02%
288
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$24K 0.02%
1,618
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$23K 0.02%
469
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1,998
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$22K 0.02%
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134
$21K 0.02%
+57
135
$21K 0.02%
1,196
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$21K 0.02%
200
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191
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$20K 0.02%
626
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$20K 0.02%
145
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$19K 0.02%
325
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$19K 0.02%
330
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$19K 0.02%
1,278
145
$18K 0.02%
538
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$18K 0.02%
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$17K 0.01%
451
149
$16K 0.01%
100
150
$16K 0.01%
180