CIS

Connors Investor Services Portfolio holdings

AUM $1.16B
1-Year Est. Return 32.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.53M
3
+$3.47M
4
CVX icon
Chevron
CVX
+$1.33M
5
V icon
Visa
V
+$1.24M

Top Sells

1
+$14.3M
2
+$12.3M
3
+$9.3M
4
UNH icon
UnitedHealth
UNH
+$8.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.79M

Sector Composition

1 Technology 31.68%
2 Financials 11.02%
3 Consumer Discretionary 9.7%
4 Healthcare 8.71%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
101
Tesla
TSLA
$1.48T
$534K 0.05%
+1,200
HD icon
102
Home Depot
HD
$339B
$529K 0.05%
1,306
NKE icon
103
Nike
NKE
$80.2B
$453K 0.04%
+6,500
BND icon
104
Vanguard Total Bond Market
BND
$151B
$407K 0.03%
5,470
+1,793
BRK.B icon
105
Berkshire Hathaway Class B
BRK.B
$1.06T
$402K 0.03%
800
MRK icon
106
Merck
MRK
$287B
$397K 0.03%
4,725
-49
XOM icon
107
Exxon Mobil
XOM
$644B
$390K 0.03%
3,462
-2,400
KMB icon
108
Kimberly-Clark
KMB
$32.9B
$369K 0.03%
2,964
+34
VOO icon
109
Vanguard S&P 500 ETF
VOO
$848B
$350K 0.03%
572
PAHC icon
110
Phibro Animal Health
PAHC
$1.98B
$341K 0.03%
8,424
-1,722
MTB icon
111
M&T Bank
MTB
$29.6B
$337K 0.03%
1,704
SLP icon
112
Simulations Plus
SLP
$252M
$325K 0.03%
21,570
+8,070
CSX icon
113
CSX Corp
CSX
$72.5B
$316K 0.03%
8,885
UNP icon
114
Union Pacific
UNP
$144B
$299K 0.03%
1,265
AON icon
115
Aon
AON
$68.7B
$285K 0.02%
800
SPHQ icon
116
Invesco S&P 500 Quality ETF
SPHQ
$15.8B
$280K 0.02%
+3,826
CL icon
117
Colgate-Palmolive
CL
$71.1B
$280K 0.02%
3,500
-1,000
ASPN icon
118
Aspen Aerogels
ASPN
$301M
$280K 0.02%
40,167
+5,000
AIOT
119
PowerFleet Inc
AIOT
$423M
$278K 0.02%
53,000
+6,000
QCOM icon
120
Qualcomm
QCOM
$141B
$269K 0.02%
1,615
-300
BTBT icon
121
Bit Digital
BTBT
$547M
$262K 0.02%
87,483
-2,517
AXP icon
122
American Express
AXP
$208B
$262K 0.02%
790
-30
DOV icon
123
Dover
DOV
$27.3B
$259K 0.02%
1,550
-79,813
IBM icon
124
IBM
IBM
$232B
$258K 0.02%
916
+49
HSY icon
125
Hershey
HSY
$44.1B
$254K 0.02%
1,360
3 4
5
6 7