ACG

Allen Capital Group Portfolio holdings

AUM $960M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$4.23M
3 +$2.8M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$2.51M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.26M

Sector Composition

1 Financials 6.94%
2 Consumer Staples 5.15%
3 Communication Services 3.5%
4 Technology 2.54%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
-8,678
128
-44,862
129
-13,430