CFS
CRA Financial Services Portfolio holdings
AUM
$654M
1-Year Return
15.32%
This Quarter Return
-13.66%
1 Year Return
+15.32%
3 Year Return
+74.31%
5 Year Return
+120.96%
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.62%
Holding
133
New
133
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$7.94M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$7.48M |
| 3 |
Apple
AAPL
|
$7.27M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$6.53M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$6.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 8.95% |
| 2 | Technology | 8.79% |
| 3 | Financials | 7.2% |
| 4 | Communication Services | 6.43% |
| 5 | Energy | 2.99% |
