CJFS
Coulter & Justus Financial Services Portfolio holdings
AUM
$450M
This Quarter Return
+4.09%
1 Year Return
+21.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.81%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$15.1M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$10.7M |
| 3 |
GraniteShares Gold Shares
BAR
|
$9.4M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$9.19M |
| 5 |
Microsoft
MSFT
|
$8.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.94% |
| 2 | Technology | 8.53% |
| 3 | Healthcare | 6.78% |
| 4 | Materials | 4.79% |
| 5 | Energy | 3.51% |
