CIS
Continental Investors Services Portfolio holdings
AUM
$55.6M
1-Year Return
22.23%
This Quarter Return
+9.14%
1 Year Return
+22.23%
3 Year Return
+73.88%
5 Year Return
–
10 Year Return
–
AUM
$37.5M
AUM Growth
–
Cap. Flow
+$37.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.76%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Tesla
TSLA
|
+$5.27M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2.73M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$2.69M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.47M |
| 5 |
Vanguard Total Bond Market
BND
|
+$2.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 16.4% |
| 2 | Technology | 6.18% |
| 3 | Healthcare | 5.05% |
| 4 | Communication Services | 3.83% |
| 5 | Industrials | 3.4% |
