CFSG
Community Financial Services Group Portfolio holdings
AUM
$546M
1-Year Est. Return
20.5%
1 Year Est. Return
+20.5%
AUM
$503M
AUM Growth
+$41.5M
(+9%)
Holding
102
Top Buys
| 1 | +$5.57M | |
| 2 | +$5.51M | |
| 3 | +$3.98M | |
| 4 |
Emerson Electric
EMR
|
+$3.94M |
| 5 |
Oracle
ORCL
|
+$1.96M |
Top Sells
| 1 | +$5.69M | |
| 2 | +$4.62M | |
| 3 | +$3.37M | |
| 4 |
Exxon Mobil
XOM
|
+$2.39M |
| 5 |
Best Buy
BBY
|
+$1.1M |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Financials | 12.96% |
| 3 | Industrials | 7.96% |
| 4 | Consumer Staples | 6.75% |
| 5 | Consumer Discretionary | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Best Buy
BBY
$17.1B
| – | – |
-14,924
|
|
||
102
Adobe
ADBE
$149B
| – | – |
-12,045
|
|