CIS

Connors Investor Services Portfolio holdings

AUM $1.13B
1-Year Est. Return 39.3%
This Quarter Est. Return
1 Year Est. Return
+39.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$884M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.2M
3
+$9.74M
4
META icon
Meta Platforms (Facebook)
META
+$8.36M
5
MS icon
Morgan Stanley
MS
+$8.31M

Top Sells

1
+$11.1M
2
+$10.3M
3
+$10.2M
4
TGT icon
Target
TGT
+$10M
5
ORCL icon
Oracle
ORCL
+$7.29M

Sector Composition

1 Technology 21.45%
2 Healthcare 15.53%
3 Financials 10.52%
4 Industrials 10.1%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.57M 0.29%
54,054
-27,231
77
$2.56M 0.29%
103,596
+617
78
$2.55M 0.29%
52,447
+11,289
79
$2.53M 0.29%
146,799
-384
80
$2.39M 0.27%
+108,264
81
$2.37M 0.27%
20,319
82
$2.34M 0.26%
104,749
-64
83
$2.33M 0.26%
732,660
-8,665
84
$2.29M 0.26%
165,853
+4,892
85
$2.25M 0.26%
130,750
+55
86
$2.23M 0.25%
118,941
-104
87
$2.13M 0.24%
57,896
-247
88
$2.06M 0.23%
84,005
+75,005
89
$1.74M 0.2%
46,760
-985
90
$1.64M 0.19%
7,775
91
$1.64M 0.19%
83,070
+54,813
92
$1.58M 0.18%
17,500
+2,500
93
$1.35M 0.15%
31,000
94
$1.33M 0.15%
30,825
-2,000
95
$1.33M 0.15%
49,306
-24,553
96
$1.19M 0.13%
72,930
-28,861
97
$1.19M 0.13%
9,427
-160
98
$1.05M 0.12%
7,955
-76,017
99
$1M 0.11%
8,410
-150
100
$995K 0.11%
13,934
+3,500
2 3
4
5 6