CIS
Continental Investors Services Portfolio holdings
AUM
$55.6M
1-Year Return
22.23%
This Quarter Return
+6.4%
1 Year Return
+22.23%
3 Year Return
+73.88%
5 Year Return
–
10 Year Return
–
AUM
$84.4M
AUM Growth
+$49.1M
(+139%)
Cap. Flow
+$46.8M
Cap. Flow
% of AUM
55.43%
Top 10 Holdings %
Top 10 Hldgs %
60.68%
Holding
64
New
25
Increased
39
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.82M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.19M |
| 3 |
Tesla
TSLA
|
$2.99M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$2.87M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 8.91% |
| 2 | Technology | 8% |
| 3 | Industrials | 4.97% |
| 4 | Healthcare | 4.51% |
| 5 | Communication Services | 2.71% |
