CFG

Carr Financial Group Portfolio holdings

AUM $364M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.28%
2 Healthcare 3.6%
3 Financials 3.52%
4 Consumer Discretionary 2.43%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,552
202
-3,922