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
$568M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$2.04M
3 +$2M
4
COST icon
Costco
COST
+$1,000K
5
AAPL icon
Apple
AAPL
+$797K

Top Sells

1 +$439K
2 +$372K
3 +$188K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$149K
5
AXP icon
American Express
AXP
+$83.5K

Sector Composition

1 Technology 26.54%
2 Financials 11.19%
3 Industrials 7.81%
4 Consumer Staples 6.84%
5 Communication Services 6.23%