CFSG

Community Financial Services Group Portfolio holdings

AUM $503M
1-Year Est. Return 17.81%
This Quarter Est. Return
1 Year Est. Return
+17.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$6.7M
2 +$3.49M
3 +$1.26M
4
OXY icon
Occidental Petroleum
OXY
+$330K
5
DUK icon
Duke Energy
DUK
+$304K

Top Sells

1 +$4.37M
2 +$1.56M
3 +$169K
4
AAPL icon
Apple
AAPL
+$110K
5
SCHW icon
Charles Schwab
SCHW
+$91.6K

Sector Composition

1 Technology 18.69%
2 Industrials 14.27%
3 Energy 11.98%
4 Healthcare 8.85%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2K ﹤0.01%
+300
227
$1K ﹤0.01%
+180
228
$1K ﹤0.01%
+10
229
$0 ﹤0.01%
+166
230
$0 ﹤0.01%
+11
231
$0 ﹤0.01%
+37
232
$0 ﹤0.01%
+100