CAPTRUST Financial Advisors Portfolio holdings
AUM
$49B
1-Year Est. Return
16.79%
1 Year Est. Return
+16.79%
AUM
$2.24B
AUM Growth
+$431M
(+24%)
Holding
1,844
Top Buys
| 1 | +$30.5M | |
| 2 | +$20M | |
| 3 | +$16.5M | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$15.5M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$13.9M |
Top Sells
| 1 | +$4.38M | |
| 2 | +$4.31M | |
| 3 | +$2.86M | |
| 4 |
DXC Technology
DXC
|
+$1.55M |
| 5 |
Bank of America
BAC
|
+$1.51M |
Sector Composition
| 1 | Technology | 7.72% |
| 2 | Healthcare | 6.81% |
| 3 | Financials | 5.78% |
| 4 | Industrials | 4.17% |
| 5 | Consumer Staples | 3.27% |