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
$202M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.08M
3
+$1.24M
4
POT
Potash Corp Of Saskatchewan
POT
+$348K
5
PFE icon
Pfizer
PFE
+$312K

Top Sells

1
+$6.7M
2
+$3.13M
3
+$2.42M
4
LNT icon
Alliant Energy
LNT
+$1.71M
5
TDW icon
Tidewater
TDW
+$1.5M

Sector Composition

1 Technology 16.82%
2 Industrials 14.65%
3 Energy 14.05%
4 Healthcare 8.86%
5 Financials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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$0 ﹤0.01%
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