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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
1 Year Est. Return
+16.72%
AUM
$80.7M
AUM Growth
-$109M
(-57%)
Holding
497
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.75M | |
| 3 | +$1.74M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.74M |
| 5 |
iShares Agency Bond ETF
AGZ
|
+$1.71M |
Top Sells
| 1 | +$9.33M | |
| 2 | +$7.54M | |
| 3 | +$6.23M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$5.59M |
| 5 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$5.34M |
Sector Composition
| 1 | Technology | 5.76% |
| 2 | Communication Services | 3.77% |
| 3 | Healthcare | 3.74% |
| 4 | Industrials | 3.33% |
| 5 | Consumer Discretionary | 2.92% |