CFG
Cosner Financial Group Portfolio holdings
AUM $164M
This Quarter Return
-2.51%
1 Year Return
+5.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$5.69M (+4%)
Cap. Flow
+$10.1M
Cap. Flow % of AUM
6.16%
Top 10 Holdings %Top 10 Hldgs %
78.97%
Holding
39
New
2
Increased
21
Reduced
10
Closed
2
Top Buys
1 | $3.12M | |
2 | $1.63M | |
3 | $1.59M | |
4 | $1.58M | |
5 | $1.26M |
Top Sells
1 | $2.73M | |
2 | $1.07M | |
3 | $140K | |
4 | $32.8K | |
5 | $7.74K |
Sector Composition
1 | Energy | 2.55% |
2 | Real Estate | 0.94% |
3 | Healthcare | 0.51% |
4 | Industrials | 0.14% |
5 | Financials | 0.14% |