CFA
Carroll Financial Associates Portfolio holdings
AUM
$1.88B
1-Year Est. Return
20.52%
1 Year Est. Return
+20.52%
AUM
$1.3B
AUM Growth
+$96.9M
(+8.1%)
Holding
1,809
Top Buys
| 1 | +$9.69M | |
| 2 | +$5.46M | |
| 3 | +$4.77M | |
| 4 |
Innovator Emerging Markets Power Buffer ETF July
EJUL
|
+$4.6M |
| 5 |
Global X Adaptive US Factor ETF
AUSF
|
+$4.58M |
Top Sells
| 1 | +$9.55M | |
| 2 | +$5.42M | |
| 3 | +$5.39M | |
| 4 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$2.47M |
| 5 |
Microsoft
MSFT
|
+$2.42M |
Sector Composition
| 1 | Technology | 7.44% |
| 2 | Financials | 4.98% |
| 3 | Healthcare | 2.9% |
| 4 | Consumer Discretionary | 2.43% |
| 5 | Consumer Staples | 2.13% |