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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
$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
376
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390
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391
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392
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393
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397
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398
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399
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400
-142