CIS
Continental Investors Services Portfolio holdings
AUM
$55.6M
This Quarter Return
-1.49%
1 Year Return
+22.23%
3 Year Return
+73.88%
5 Year Return
–
10 Year Return
–
AUM
$33.4M
AUM Growth
+$33.4M
(-2.3%)
Cap. Flow
+$2.88M
Cap. Flow
% of AUM
8.61%
Top 10 Holdings %
Top 10 Hldgs %
71.64%
Holding
39
New
–
Increased
13
Reduced
8
Closed
3
Top Buys
| 1 |
Tesla
TSLA
|
$2.6M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$322K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$248K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$173K |
| 5 |
Vanguard Total Bond Market
BND
|
$83.5K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 13.77% |
| 2 | Technology | 4.3% |
| 3 | Energy | 3.45% |
| 4 | Communication Services | 2.5% |
| 5 | Financials | 2.1% |
