CHA
Carmichael Hill & Associates Portfolio holdings
AUM
$271M
1-Year Est. Return
32.52%
This Fund
S&P 500
1 Year Est. Return
+32.52%
AUM
$271M
AUM Growth
+$24.9M
(+10%)
Holding
710
Top Buys
| 1 | +$1.29M | |
| 2 | +$968K | |
| 3 | +$721K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$677K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$654K |
Top Sells
| 1 | +$372K | |
| 2 | +$189K | |
| 3 | +$140K | |
| 4 |
VanEck Bitcoin Trust
HODL
|
+$137K |
| 5 |
Home Depot
HD
|
+$118K |
Sector Composition
| 1 | Technology | 16.33% |
| 2 | Financials | 6.15% |
| 3 | Healthcare | 4.23% |
| 4 | Consumer Staples | 4.1% |
| 5 | Consumer Discretionary | 4.04% |
