CF

Conquis Financial Portfolio holdings

AUM $103M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.3M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$637K
3 +$558K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$281K
5
BND icon
Vanguard Total Bond Market
BND
+$171K

Top Sells

1 +$365K
2 +$348K
3 +$274K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$215K
5
VT icon
Vanguard Total World Stock ETF
VT
+$212K

Sector Composition

1 Technology 2.93%
2 Consumer Staples 0.33%
3 Communication Services 0.27%
4 Healthcare 0.25%
5 Industrials 0.2%