CP
Camelot Portfolios Portfolio holdings
AUM
$167M
1-Year Return
12.77%
This Quarter Return
+4.08%
1 Year Return
+12.77%
3 Year Return
+28.91%
5 Year Return
+64.98%
10 Year Return
+88.11%
AUM
$248M
AUM Growth
+$53.1M
(+27%)
Cap. Flow
+$47.6M
Cap. Flow
% of AUM
19.2%
Top 10 Holdings %
Top 10 Hldgs %
21.5%
Holding
268
New
53
Increased
141
Reduced
37
Closed
22
Top Buys
| 1 |
Guggenheim Strategic Opportunities Fund
GOF
|
$3.3M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$2.24M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$1.93M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.88M |
| 5 |
Apple
AAPL
|
$1.6M |
Top Sells
Sector Composition
| 1 | Financials | 6.46% |
| 2 | Real Estate | 5.84% |
| 3 | Technology | 5.73% |
| 4 | Healthcare | 5.26% |
| 5 | Industrials | 4.6% |
