CA

CSM Advisors Portfolio holdings

AUM $3.58B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$30.4M
3
+$28.2M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$20.1M
5
VTV icon
Vanguard Value ETF
VTV
+$16M

Top Sells

1
+$34M
2
+$29.1M
3
+$24.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14.7M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11.5M

Sector Composition

1 Technology 11.59%
2 Communication Services 5.86%
3 Industrials 5.7%
4 Financials 5.42%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
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