CFG
Carr Financial Group Portfolio holdings
AUM
$339M
This Quarter Return
+7.93%
1 Year Return
+12.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
–
Cap. Flow
+$190M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.13%
Holding
164
New
164
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.24% |
| 2 | Healthcare | 5.96% |
| 3 | Financials | 4.05% |
| 4 | Consumer Discretionary | 2.09% |
| 5 | Communication Services | 1.87% |
