CFSG
Community Financial Services Group Portfolio holdings
AUM
$503M
1-Year Return
17.81%
This Quarter Return
+5.24%
1 Year Return
+17.81%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$217M
AUM Growth
+$15M
(+7.4%)
Cap. Flow
+$6.45M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
30.71%
Holding
316
New
81
Increased
78
Reduced
21
Closed
9
Top Buys
| 1 |
ESV
Ensco Rowan plc
ESV
|
$2.2M |
| 2 |
Guess, Inc.
GES
|
$1.78M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$171K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$165K |
| 5 |
Coca-Cola
KO
|
$141K |
Top Sells
Sector Composition
| 1 | Technology | 21.07% |
| 2 | Industrials | 12.83% |
| 3 | Energy | 10.6% |
| 4 | Healthcare | 8.5% |
| 5 | Financials | 8.32% |
