CPA
Capital Planning Advisors Portfolio holdings
AUM
$682M
1-Year Est. Return
17.54%
1 Year Est. Return
+17.54%
AUM
$275M
AUM Growth
-$38.3M
(-12%)
Holding
126
Top Buys
1 | +$14.1M | |
2 | +$13.5M | |
3 | +$10.2M | |
4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$6.12M |
5 |
iShares Select U.S. REIT ETF
ICF
|
+$5.49M |
Top Sells
1 | +$15.1M | |
2 | +$3.89M | |
3 | +$2.82M | |
4 |
Parker-Hannifin
PH
|
+$2.27M |
5 |
RPM International
RPM
|
+$2.19M |
Sector Composition
1 | Technology | 10.03% |
2 | Healthcare | 9.66% |
3 | Industrials | 7.34% |
4 | Financials | 6.73% |
5 | Communication Services | 4.03% |