CFSG

Community Financial Services Group Portfolio holdings

AUM $545M
1-Year Est. Return 20.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$240K
3
+$152K
4
CSCO icon
Cisco
CSCO
+$140K
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$131K

Top Sells

1
+$5.44M
2
+$873K
3
+$283K
4
BIIB icon
Biogen
BIIB
+$156K
5
VUG icon
Vanguard Growth ETF
VUG
+$141K

Sector Composition

1 Industrials 18.57%
2 Technology 12.37%
3 Energy 12.29%
4 Healthcare 10.83%
5 Financials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
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