CAGAS
Capital Advisory Group Advisory Services Portfolio holdings
AUM
$2.25M
1-Year Est. Return
16.72%
This Fund
S&P 500
1 Year Est. Return
+16.72%
AUM
$179M
AUM Growth
+$98.3M
(+122%)
Holding
536
Top Buys
| 1 | +$6.65M | |
| 2 | +$5.7M | |
| 3 | +$4.81M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$4.42M |
| 5 |
iShares Convertible Bond ETF
ICVT
|
+$3.71M |
Top Sells
| 1 | +$1.74M | |
| 2 | +$1.74M | |
| 3 | +$1.51M | |
| 4 |
RTN
Raytheon Company
RTN
|
+$1.29M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.02M |
Sector Composition
| 1 | Technology | 7% |
| 2 | Healthcare | 3.62% |
| 3 | Communication Services | 3.6% |
| 4 | Industrials | 2.93% |
| 5 | Consumer Discretionary | 2.71% |