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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
$265M
AUM Growth
+$61.2M
(+30%)
Holding
981
Top Buys
| 1 | +$1.5M | |
| 2 | +$1.46M | |
| 3 | +$1.44M | |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$1.06M |
| 5 |
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
|
+$1.05M |
Top Sells
| 1 | +$4.74M | |
| 2 | +$3.12M | |
| 3 | +$1.8M | |
| 4 |
HNR
Harvest Natural Resources
HNR
|
+$1.62M |
| 5 |
Hormel Foods
HRL
|
+$1.26M |
Sector Composition
| 1 | Financials | 13.74% |
| 2 | Technology | 10.07% |
| 3 | Energy | 9.61% |
| 4 | Healthcare | 7.12% |
| 5 | Industrials | 4.95% |