CFS
Coordinated Financial Services Portfolio holdings
AUM
$156M
1-Year Est. Return
15.1%
1 Year Est. Return
+15.1%
AUM
$144M
AUM Growth
+$13.9M
(+11%)
Holding
152
Top Buys
| 1 | +$480K | |
| 2 | +$455K | |
| 3 | +$424K | |
| 4 |
Robinhood
HOOD
|
+$403K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$391K |
Top Sells
| 1 | +$1.33M | |
| 2 | +$548K | |
| 3 | +$419K | |
| 4 |
Kenvue
KVUE
|
+$261K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$229K |
Sector Composition
| 1 | Financials | 5.13% |
| 2 | Technology | 4.57% |
| 3 | Consumer Staples | 2.21% |
| 4 | Consumer Discretionary | 2.08% |
| 5 | Communication Services | 1.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Kenvue
KVUE
$32.3B
| – | – |
-10,879
|
|
||
152
Caterpillar
CAT
$264B
| – | – |
-646
|
|