CEMP

Compass Efficient Model Portfolios Portfolio holdings

AUM $2.65M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.65M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$160K
2 +$90.1K
3 +$81.5K
4
F icon
Ford
F
+$50.7K
5
HD icon
Home Depot
HD
+$46.7K

Sector Composition

1 Consumer Discretionary 9.98%
2 Technology 9.46%
3 Healthcare 8.33%
4 Consumer Staples 5.95%
5 Industrials 3.28%