CA

CSM Advisors Portfolio holdings

AUM $3.43B
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$34.2M
2 +$29.1M
3 +$8.78M
4
CVX icon
Chevron
CVX
+$3.92M
5
VTV icon
Vanguard Value ETF
VTV
+$1.07M

Top Sells

1 +$48.1M
2 +$9.6M
3 +$4.29M
4
MSFT icon
Microsoft
MSFT
+$1.72M
5
AAPL icon
Apple
AAPL
+$961K

Sector Composition

1 Technology 14.38%
2 Communication Services 7.13%
3 Financials 6.89%
4 Industrials 6.79%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-160,817