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CIC
Carnegie Investment Counsel Portfolio holdings
AUM
$5.13B
1-Year Est. Return
23.01%
This Fund
S&P 500
1 Year Est. Return
+23.01%
AUM
$572M
AUM Growth
-$7.26M
(-1.3%)
Holding
314
Top Buys
| 1 | +$5.28M | |
| 2 | +$1.15M | |
| 3 | +$1.06M | |
| 4 |
IBMG
iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
|
+$1.05M |
| 5 |
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
|
+$1.03M |
Top Sells
| 1 | +$2.38M | |
| 2 | +$2.04M | |
| 3 | +$1.26M | |
| 4 |
Starbucks
SBUX
|
+$1.2M |
| 5 |
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
|
+$1.12M |
Sector Composition
| 1 | Healthcare | 13.86% |
| 2 | Technology | 10.71% |
| 3 | Industrials | 10.61% |
| 4 | Financials | 10.45% |
| 5 | Consumer Staples | 7.97% |