AG
Advocate Group Portfolio holdings
AUM
$608M
1-Year Est. Return
7.76%
1 Year Est. Return
+7.76%
AUM
$608M
AUM Growth
+$48.9M
(+8.7%)
Holding
126
Top Buys
| 1 | +$7.18M | |
| 2 | +$6.06M | |
| 3 | +$1.96M | |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$1.87M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.58M |
Top Sells
| 1 | +$803K | |
| 2 | +$493K | |
| 3 | +$447K | |
| 4 |
Cisco
CSCO
|
+$437K |
| 5 |
Apple
AAPL
|
+$352K |
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Healthcare | 11.85% |
| 3 | Consumer Staples | 11.38% |
| 4 | Industrials | 8.29% |
| 5 | Financials | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Oneok
OKE
$46.1B
| – | – |
-2,681
|
|