CAGAS
Capital Advisory Group Advisory Services Portfolio holdings
AUM
$340M
1-Year Est. Return
18.52%
This Fund
S&P 500
1 Year Est. Return
+18.52%
AUM
$257M
AUM Growth
+$18.9M
(+7.9%)
Holding
579
Top Buys
| 1 | +$2.35M | |
| 2 | +$2.27M | |
| 3 | +$2.04M | |
| 4 |
ARK Innovation ETF
ARKK
|
+$1.1M |
| 5 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
+$1.08M |
Top Sells
| 1 | +$3.73M | |
| 2 | +$2.3M | |
| 3 | +$1.57M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$977K |
| 5 |
iShares Convertible Bond ETF
ICVT
|
+$825K |
Sector Composition
| 1 | Technology | 7.22% |
| 2 | Healthcare | 5.24% |
| 3 | Financials | 4.34% |
| 4 | Communication Services | 3.77% |
| 5 | Industrials | 3.51% |