CFS
CRA Financial Services Portfolio holdings
AUM
$770M
1-Year Est. Return
19.64%
This Fund
S&P 500
1 Year Est. Return
+19.64%
AUM
$770M
AUM Growth
+$5.94M
(+0.78%)
Holding
305
Top Buys
| 1 | +$5.62M | |
| 2 | +$2.41M | |
| 3 | +$2.18M | |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$2.07M |
| 5 |
Fidelity Enhanced International ETF
FENI
|
+$1.94M |
Top Sells
| 1 | +$866K | |
| 2 | +$833K | |
| 3 | +$699K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$518K |
| 5 |
Vanguard Growth ETF
VUG
|
+$399K |
Sector Composition
| 1 | Technology | 14.78% |
| 2 | Communication Services | 5.38% |
| 3 | Consumer Discretionary | 4.96% |
| 4 | Financials | 3.37% |
| 5 | Energy | 1.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Vanguard Mega Cap 300 Index ETF
MGC
$9.29B
| – | – |
-835
|
|
||
302
Selective Insurance
SIGI
$4.96B
| – | – |
-2,558
|
|
||
303
Waste Management
WM
$90.2B
| – | – |
-913
|
|
||
|
FETH
304
Fidelity Ethereum Fund
FETH
$1.02B
| – | – |
-9,415
|
|
||
305
Reddit
RDDT
$31.3B
| – | – |
-975
|
|