CFSG

Community Financial Services Group Portfolio holdings

AUM $545M
1-Year Est. Return 20.86%
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$443K
3
+$309K
4
GSK icon
GSK
GSK
+$230K
5
KMPR icon
Kemper
KMPR
+$216K

Top Sells

1
+$3.54M
2
+$1.29M
3
+$1.28M
4
CVX icon
Chevron
CVX
+$1.11M
5
ABT icon
Abbott
ABT
+$1.11M

Sector Composition

1 Technology 18.44%
2 Consumer Staples 8.9%
3 Financials 8.76%
4 Healthcare 6.82%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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