CAS

Cue Advisory Services Portfolio holdings

AUM $167M
1-Year Est. Return 18.62%
This Quarter Est. Return
1 Year Est. Return
+18.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.4M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$521K
2 +$489K
3 +$479K
4
PII icon
Polaris
PII
+$334K
5
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$291K

Sector Composition

1 Technology 12.51%
2 Financials 9.98%
3 Healthcare 8.76%
4 Industrials 5.93%
5 Energy 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,468
152
-11,000