CF

Conquis Financial Portfolio holdings

AUM $116M
1-Year Est. Return 15.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$2.32M
3 +$1.92M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.59M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.03M

Top Sells

1 +$4.48M
2 +$180K
3 +$32.1K
4
UNP icon
Union Pacific
UNP
+$6.62K
5
AMZN icon
Amazon
AMZN
+$2.29K

Sector Composition

1 Technology 2.37%
2 Healthcare 1.09%
3 Communication Services 0.71%
4 Financials 0.38%
5 Industrials 0.17%