ACGA
Atlanta Consulting Group Advisors Portfolio holdings
AUM
$465M
1-Year Est. Return
17.21%
This Fund
S&P 500
1 Year Est. Return
+17.21%
AUM
$442M
AUM Growth
+$32.9M
(+8%)
Holding
170
Top Buys
| 1 | +$6.09M | |
| 2 | +$2.15M | |
| 3 | +$1.12M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.05M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.04M |
Top Sells
| 1 | +$487K | |
| 2 | +$310K | |
| 3 | +$262K | |
| 4 |
Fidelity National Information Services
FIS
|
+$260K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$242K |
Sector Composition
| 1 | Financials | 9.16% |
| 2 | Energy | 8.1% |
| 3 | Technology | 6.69% |
| 4 | Consumer Discretionary | 4.15% |
| 5 | Industrials | 2.84% |
