CFSG

Community Financial Services Group Portfolio holdings

AUM $568M
1-Year Est. Return 24.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.69M
3
+$3.32M
4
ORCL icon
Oracle
ORCL
+$2.84M
5
KMI icon
Kinder Morgan
KMI
+$1.63M

Top Sells

1
+$4.44M
2
+$2.42M
3
+$2.3M
4
AVGO icon
Broadcom
AVGO
+$1.53M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$353K

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
– –
-890
102
– –
-14,220
1 2 3 4
5