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
$38.5M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$300K
2
+$287K
3
+$271K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$233K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K

Top Sells

1
+$68.3K
2
+$67.3K
3
+$66.8K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$17.7K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.1K

Sector Composition

1 Consumer Discretionary 9.44%
2 Technology 9.02%
3 Industrials 4.42%
4 Healthcare 4.25%
5 Communication Services 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.55%
+282
52
$213K 0.55%
+2,061
53
$209K 0.54%
+2,335
54
$208K 0.54%
+1,818
1 2
3