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A
Alongside Portfolio holdings
AUM
$301M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$301M
AUM Growth
–
Holding
83
Top Buys
| 1 | +$32.5M | |
| 2 | +$29.2M | |
| 3 | +$22.5M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$20.3M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$19.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.88% |
| 2 | Healthcare | 1.72% |
| 3 | Communication Services | 0.58% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Financials | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Alphabet (Google) Class A
GOOGL
$4.36T
| $242K | 0.08% |
+773
|
|
||
77
State Street SPDR S&P Dividend ETF
SDY
$21.7B
| $237K | 0.08% |
+1,700
|
|
||
|
78
Alphabet (Google) Class C
GOOG
$4.33T
| $226K | 0.07% |
+719
|
|
||
79
Ameren
AEE
$31.3B
| $222K | 0.07% |
+2,225
|
|
||
80
Tesla
TSLA
$1.53T
| $217K | 0.07% |
+483
|
|
||
81
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $206K | 0.07% |
+3,958
|
|
||
82
iShares Russell 1000 Value ETF
IWD
$81.5B
| $204K | 0.07% |
+971
|
|
||
83
Cardinal Health
CAH
$55.2B
| $203K | 0.07% |
+986
|
|