CF
Concorde Financial Portfolio holdings
AUM
$169M
This Quarter Return
+13.87%
1 Year Return
+15.52%
3 Year Return
+64.37%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
46.94%
Holding
58
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 24.11% |
| 2 | Healthcare | 11.23% |
| 3 | Industrials | 10.82% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Materials | 6.72% |
