CD
Carl Domino Portfolio holdings
AUM
$82M
This Quarter Return
+1.73%
1 Year Return
+19.36%
3 Year Return
+38.24%
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
–
Cap. Flow
+$177M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.19%
Holding
163
New
163
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$6.04M |
| 2 |
Home Depot
HD
|
$4.07M |
| 3 |
Apple
AAPL
|
$3.7M |
| 4 |
Pfizer
PFE
|
$3.28M |
| 5 |
PRE
PARTNERRE LTD
PRE
|
$3.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 13.62% |
| 2 | Healthcare | 12.64% |
| 3 | Technology | 12.35% |
| 4 | Consumer Discretionary | 10.05% |
| 5 | Financials | 9.84% |
