CP
Camelot Portfolios Portfolio holdings
AUM
$167M
1-Year Return
12.77%
This Quarter Return
+3.94%
1 Year Return
+12.77%
3 Year Return
+28.91%
5 Year Return
+64.98%
10 Year Return
+88.11%
AUM
$102M
AUM Growth
-$66.7M
(-39%)
Cap. Flow
-$71M
Cap. Flow
% of AUM
-69.42%
Top 10 Holdings %
Top 10 Hldgs %
26.36%
Holding
212
New
3
Increased
3
Reduced
114
Closed
75
Top Buys
| 1 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$234K |
| 2 |
General Motors
GM
|
$227K |
| 3 |
Norfolk Southern
NSC
|
$204K |
| 4 |
Chewy
CHWY
|
$19.9K |
| 5 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
$596 |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 8.89% |
| 2 | Real Estate | 5.5% |
| 3 | Financials | 5.1% |
| 4 | Industrials | 5.01% |
| 5 | Consumer Staples | 3.44% |
