ACGA

Atlanta Consulting Group Advisors Portfolio holdings

AUM $409M
1-Year Est. Return 12.33%
This Quarter Est. Return
1 Year Est. Return
+12.33%
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 Sells

1 +$16.3M
2 +$10.4M
3 +$8.08M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.74M
5
NVDA icon
NVIDIA
NVDA
+$3.49M

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
in Stake
Capital Flow
201
-6,355
202
-3,797
203
-6,100
204
-19,272
205
-3,078
206
-709
207
-3,738
208
-19,727
209
-1,710
210
-3,725
211
-1,071
212
-18,598
213
-7,314
214
-1,593
215
-530
216
-13,611
217
-1,939
218
-3,364
219
-2,415
220
-2,808
221
-47,144
222
-1,227
223
-1,769
224
-6,711
225
-1,567