CIS

Continental Investors Services Portfolio holdings

AUM $77.5M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$50K

Top Sells

1
+$7.21M
2
+$4.48M
3
+$4.29M
4
TSLA icon
Tesla
TSLA
+$2.97M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.42M

Sector Composition

1 Consumer Discretionary 10.55%
2 Technology 7.04%
3 Healthcare 3.92%
4 Energy 3.56%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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65
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1 2
3