AG
Advocate Group Portfolio holdings
AUM
$639M
1-Year Est. Return
16.58%
This Fund
S&P 500
1 Year Est. Return
+16.58%
AUM
$639M
AUM Growth
+$21.2M
(+3.4%)
Holding
128
Top Buys
| 1 | +$3.84M | |
| 2 | +$3.02M | |
| 3 | +$2.73M | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$2.58M |
| 5 |
Hormel Foods
HRL
|
+$1.78M |
Top Sells
| 1 | +$5.04M | |
| 2 | +$2.9M | |
| 3 | +$2.03M | |
| 4 |
Union Pacific
UNP
|
+$1.51M |
| 5 |
AstraZeneca
AZN
|
+$1.02M |
Sector Composition
| 1 | Healthcare | 12.31% |
| 2 | Consumer Staples | 11.33% |
| 3 | Technology | 10.59% |
| 4 | Industrials | 8.14% |
| 5 | Utilities | 7.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Boston Scientific
BSX
$85B
| $205K | 0.03% |
3,274
|
|
||
127
Graphic Packaging
GPK
$2.87B
| – | – |
-334,461
|
|
||
128
US Bancorp
USB
$86.2B
| – | – |
-4,720
|
|