CEMP
Compass Efficient Model Portfolios Portfolio holdings
AUM
$2.65M
This Quarter Return
+4.6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.65M
AUM Growth
+$2.65M
(-81%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-418.52%
Top 10 Holdings %
Top 10 Hldgs %
35.76%
Holding
140
New
34
Increased
28
Reduced
19
Closed
8
Top Buys
| 1 |
IBM
IBM
|
$167K |
| 2 |
Cracker Barrel
CBRL
|
$91K |
| 3 |
Walmart
WMT
|
$82.7K |
| 4 |
Home Depot
HD
|
$49K |
| 5 |
Ford
F
|
$46.4K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.98% |
| 2 | Technology | 9.46% |
| 3 | Healthcare | 8.33% |
| 4 | Consumer Staples | 5.95% |
| 5 | Industrials | 3.28% |
