ACGA

Atlanta Consulting Group Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 13.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$756K
3
+$698K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$295K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$278K

Top Sells

1
+$16.4M
2
+$10.5M
3
+$8.38M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
NVDA icon
NVIDIA
NVDA
+$3.58M

Sector Composition

1 Financials 15.22%
2 Energy 14.2%
3 Technology 7.83%
4 Consumer Discretionary 4.14%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
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