CIS

Continental Investors Services Portfolio holdings

AUM $67.4M
1-Year Est. Return 23.67%
This Quarter Est. Return
1 Year Est. Return
+23.67%
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
+$1.06M
2
+$47.4K

Top Sells

1
+$6.92M
2
+$4.38M
3
+$4.11M
4
TSLA icon
Tesla
TSLA
+$2.9M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.32M

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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3