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CFA
Carroll Financial Associates Portfolio holdings
AUM
$1.88B
1-Year Est. Return
20.52%
This Fund
S&P 500
1 Year Est. Return
+20.52%
AUM
$899M
AUM Growth
-$46.6M
(-4.9%)
Holding
1,466
Top Buys
| 1 | +$95.8M | |
| 2 | +$3.83M | |
| 3 | +$3.05M | |
| 4 |
ARK Genomic Revolution ETF
ARKG
|
+$2.76M |
| 5 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
+$2.26M |
Top Sells
| 1 | +$26.6M | |
| 2 | +$6.04M | |
| 3 | +$4.17M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$4.03M |
| 5 |
Global X Renewable Energy Producers ETF
RNRG
|
+$3.43M |
Sector Composition
| 1 | Financials | 7.4% |
| 2 | Technology | 5.12% |
| 3 | Healthcare | 3.27% |
| 4 | Energy | 2.86% |
| 5 | Consumer Staples | 2.24% |