We are live on ! Find out more
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
$190M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.56%
2 Communication Services 2.93%
3 Consumer Discretionary 1.97%
4 Financials 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-176
352
-617
353
-17
354
-1,442
355
-6
356
-771
357
-2,672
358
-507
359
-68
360
-345
361
0
362
-43
363
-397
364
-175
365
-300
366
-17
367
-200
368
-1,800
369
-1,291
370
-28
371
-4,088
372
-200
373
-465
374
-1,980
375
-62