CFG
Carr Financial Group Portfolio holdings
AUM
$339M
This Quarter Return
-0.03%
1 Year Return
+12.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$318M
AUM Growth
+$318M
(-5.1%)
Cap. Flow
+$1.91M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
46.46%
Holding
202
New
8
Increased
87
Reduced
70
Closed
22
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 8.28% |
| 2 | Healthcare | 3.6% |
| 3 | Financials | 3.52% |
| 4 | Consumer Discretionary | 2.43% |
| 5 | Industrials | 1.88% |