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CAGAS

Capital Advisory Group Advisory Services Portfolio holdings

AUM $2.25M
1-Year Est. Return 16.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.39M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$466K
5
MJ icon
Amplify Alternative Harvest ETF
MJ
+$353K

Top Sells

1
+$3.25M
2
+$2.78M
3
+$761K
4
ABBV icon
AbbVie
ABBV
+$759K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$585K

Sector Composition

1 Technology 2.78%
2 Industrials 2.58%
3 Consumer Discretionary 2.07%
4 Communication Services 1.6%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+500
352
$3K ﹤0.01%
60
-10
353
$3K ﹤0.01%
165
354
$3K ﹤0.01%
300
355
$3K ﹤0.01%
52
356
$3K ﹤0.01%
143
357
$3K ﹤0.01%
111
358
$3K ﹤0.01%
+3
359
$3K ﹤0.01%
56
-4,190
360
$3K ﹤0.01%
60
361
$3K ﹤0.01%
145
362
$3K ﹤0.01%
200
-215
363
$3K ﹤0.01%
82
364
$3K ﹤0.01%
200
365
$3K ﹤0.01%
55
366
$2K ﹤0.01%
101
+1
367
$2K ﹤0.01%
22
368
$2K ﹤0.01%
27
369
$2K ﹤0.01%
35
370
$2K ﹤0.01%
320
371
$2K ﹤0.01%
13
372
$2K ﹤0.01%
41
373
$2K ﹤0.01%
124
374
$2K ﹤0.01%
95
375
$2K ﹤0.01%
240
13 14
15
16 17