CJFS
Coulter & Justus Financial Services Portfolio holdings
AUM
$450M
1-Year Est. Return
21.87%
1 Year Est. Return
+21.87%
AUM
$450M
AUM Growth
+$303M
(+205%)
Holding
127
Top Buys
| 1 | +$25.1M | |
| 2 | +$24.5M | |
| 3 | +$22.6M | |
| 4 |
Stryker
SYK
|
+$21.3M |
| 5 |
Amphenol
APH
|
+$19.2M |
Top Sells
| 1 | +$19.4M | |
| 2 | +$15.7M | |
| 3 | +$14.2M | |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$13.7M |
| 5 |
iShares International Small Cap Equity Factor ETF
ISCF
|
+$13.5M |
Sector Composition
| 1 | Healthcare | 15.51% |
| 2 | Technology | 14.98% |
| 3 | Financials | 13.33% |
| 4 | Consumer Discretionary | 11.42% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
WisdomTree US Value Fund
WTV
$1.75B
| – | – |
-3,717
|
|
||
|
FLG
127
Flagstar Bank, National Association
FLG
$4.8B
| – | – |
-6,854
|
|