CFA

Carroll Financial Associates Portfolio holdings

AUM $1.88B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.89%
2 Energy 12.95%
3 Technology 12.55%
4 Healthcare 9.61%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$0 ﹤0.01%
+2,775
752
$0 ﹤0.01%
+20
753
$0 ﹤0.01%
+1,758
754
$0 ﹤0.01%
+97
755
$0 ﹤0.01%
+195
756
$0 ﹤0.01%
+334
757
$0 ﹤0.01%
+377
758
$0 ﹤0.01%
+42
759
$0 ﹤0.01%
+932
760
$0 ﹤0.01%
+5