Csm Advisors, LLC
CIK Number: 0001863523
1.53B
Market Value
108
# of Holdings
10 months
Avg. Holding Period
62.70%
Win Rate
20.14%
Peformance 3-Years
Main Sectors:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Invesco Qqq Tr | 526.92 | -0.57% | 168.57K | -24.01% | 82.28M | 378.31 | 5.36% | |
2 | Vanguard Index ... | 424.54 | -0.56% | 212.69K | +0.52% | 81.66M | 286.25 | 5.32% | |
3 | Spdr S&P 500 Et... | 604.63 | -0.47% | 129.44K | -27.34% | 74.27M | 429.33 | 4.84% | |
4 | Vanguard Index ... | 174.73 | -0.45% | 372.08K | 0.00% | 64.95M | 139.53 | 4.23% | |
5 | Microsoft Corp | 449.67 | +0.15% | 98.72K | -6.64% | 42.48M | 236.96 | 2.77% |
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