CFCSI
CDM FINANCIAL COUNSELING SERVICES, INC. Portfolio holdings
AUM
$107M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$107M
AUM Growth
–
Holding
81
Top Buys
| 1 | +$13.2M | |
| 2 | +$9.58M | |
| 3 | +$6.18M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$5.38M |
| 5 |
Microsoft
MSFT
|
+$4.29M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.58% |
| 2 | Financials | 7.1% |
| 3 | Industrials | 5.82% |
| 4 | Consumer Discretionary | 5.2% |
| 5 | Communication Services | 3.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Abbott
ABT
$193B
| $222K | 0.21% |
+1,769
|
|
||
77
Advanced Micro Devices
AMD
$340B
| $215K | 0.2% |
+1,005
|
|
||
78
State Street Industrial Select Sector SPDR ETF
XLI
$28.8B
| $207K | 0.19% |
+1,334
|
|
||
79
Schwab International Equity ETF
SCHF
$59.8B
| $203K | 0.19% |
+8,459
|
|
||
80
Honeywell
HON
$151B
| $201K | 0.19% |
+1,030
|
|
||
81
Vanguard S&P 500 Growth ETF
VOOG
$21.6B
| $200K | 0.19% |
+450
|
|