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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
$275M
AUM Growth
+$18.2M
(+7.1%)
Holding
580
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.49M | |
| 3 | +$1.24M | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$935K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$795K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$1.21M | |
| 3 | +$1.05M | |
| 4 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
+$1.01M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$973K |
Sector Composition
| 1 | Technology | 7.83% |
| 2 | Healthcare | 5.32% |
| 3 | Financials | 5.19% |
| 4 | Communication Services | 3.65% |
| 5 | Consumer Discretionary | 3.63% |