CP

Camelot Portfolios Portfolio holdings

AUM $167M
1-Year Est. Return 12.82%
This Quarter Est. Return
1 Year Est. Return
+12.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Sells

1 +$711K
2 +$673K
3 +$663K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$605K
5
ING icon
ING
ING
+$426K

Sector Composition

1 Consumer Discretionary 6.38%
2 Financials 5.85%
3 Real Estate 5.5%
4 Healthcare 4.65%
5 Technology 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-11,851