CFS
Coordinated Financial Services Portfolio holdings
AUM
$144M
This Quarter Return
+2.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+2%)
Cap. Flow
+$1.41M
Cap. Flow
% of AUM
1.21%
Top 10 Holdings %
Top 10 Hldgs %
36.26%
Holding
136
New
4
Increased
65
Reduced
51
Closed
7
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$671K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$293K |
| 3 |
UnitedHealth
UNH
|
$283K |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
$278K |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$234K |
Sector Composition
| 1 | Technology | 5.67% |
| 2 | Financials | 4.31% |
| 3 | Consumer Staples | 2.5% |
| 4 | Consumer Discretionary | 2.37% |
| 5 | Communication Services | 1.91% |
