CFSG
Community Financial Services Group Portfolio holdings
AUM
$546M
1-Year Est. Return
20.5%
1 Year Est. Return
+20.5%
AUM
$546M
AUM Growth
+$43M
(+8.5%)
Holding
102
Top Buys
| 1 | +$4.38M | |
| 2 | +$3.74M | |
| 3 | +$3.72M | |
| 4 |
Oracle
ORCL
|
+$3.13M |
| 5 |
Kinder Morgan
KMI
|
+$1.68M |
Top Sells
| 1 | +$4.44M | |
| 2 | +$2.73M | |
| 3 | +$2.3M | |
| 4 |
Broadcom
AVGO
|
+$1.65M |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
+$386K |
Sector Composition
| 1 | Technology | 29.88% |
| 2 | Financials | 12.37% |
| 3 | Industrials | 7.55% |
| 4 | Consumer Discretionary | 6.57% |
| 5 | Communication Services | 6.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Progressive
PGR
$133B
| – | – |
-890
|
|
||
102
UnitedHealth
UNH
$302B
| – | – |
-14,220
|
|