ACA
AG Campbell Advisory Portfolio holdings
AUM
$158M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$158M
AUM Growth
–
Holding
5
Top Buys
| 1 | +$146M | |
| 2 | +$4.85M | |
| 3 | +$643K | |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$392K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$338K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 96.43% |
| 2 | Technology | 3.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JPMorgan Chase
JPM
$799B
| $152M | 96.02% |
+471,920
|
|
||
2
Apple
AAPL
$3.83T
| $4.91M | 3.1% |
+18,077
|
|
||
3
Seacoast Banking Corp of Florida
SBCF
$2.98B
| $648K | 0.41% |
+20,625
|
|
||
|
4
Schwab US Mid-Cap ETF
SCHM
$13.1B
| $396K | 0.25% |
+13,162
|
|
||
|
5
Schwab U.S Small- Cap ETF
SCHA
$20.1B
| $341K | 0.22% |
+11,978
|
|