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CP
Camelot Portfolios Portfolio holdings
AUM
$135M
1-Year Est. Return
13.88%
This Fund
S&P 500
This Quarter
Est. Return
+4.48%
1 Year Est. Return
+13.88%
3 Year Est. Return
+36.52%
5 Year Est. Return
+32.43%
10 Year Est. Return
+108.9%
AUM
$172M
AUM Growth
+$8.55M
(+5.2%)
Cap. Flow
+$3.37M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
33.6%
Holding
179
New
18
Increased
79
Reduced
48
Closed
12
Top Buys
| 1 |
KYE
Kayne Anderson Energy
KYE
|
+$1.7M |
| 2 |
DRA
Diversified Real Asset Income Fd
DRA
|
+$1.16M |
| 3 |
ROOF
NYLI CBRE NextGen Real Estate ETF
ROOF
|
+$951K |
| 4 |
GameStop
GME
|
+$852K |
| 5 |
Marathon Petroleum
MPC
|
+$692K |
Top Sells
Sector Composition
| 1 | Financials | 9.17% |
| 2 | Real Estate | 7.4% |
| 3 | Consumer Discretionary | 6.73% |
| 4 | Energy | 6.13% |
| 5 | Industrials | 4.16% |
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