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CSM Advisors Portfolio holdings

AUM $4.07B
1-Year Est. Return 29.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$19.1M
3
+$14.2M
4
TMUS icon
T-Mobile US
TMUS
+$13.7M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$12.8M

Top Sells

1
+$25.4M
2
+$9.57M
3
+$7.58M
4
CSCO icon
Cisco
CSCO
+$7.57M
5
TROW icon
T. Rowe Price
TROW
+$6.57M

Sector Composition

1 Technology 10.28%
2 Financials 7.02%
3 Communication Services 6.09%
4 Consumer Discretionary 4.81%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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129
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-60,982
130
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-48,200
131
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-119,935
132
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-17,358
133
– –
-16,900
134
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-833
135
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-1,297
136
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-19,699
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