CPS

Counsel Portfolio Services Portfolio holdings

AUM $1.01B
1-Year Est. Return 2.83%
This Quarter Est. Return
1 Year Est. Return
+2.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$996M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.45M
3
+$7.53M
4
KSS icon
Kohl's
KSS
+$7.47M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.31M

Top Sells

1
+$11.1M
2
+$10.1M
3
+$9.83M
4
SPLS
Staples Inc
SPLS
+$9.17M
5
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$8.96M

Sector Composition

1 Financials 17.05%
2 Energy 12.59%
3 Healthcare 7.94%
4 Real Estate 7.29%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
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