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
$1.5B
AUM Growth
+$208M
(+16%)
Holding
1,776
Top Buys
| 1 | +$33.5M | |
| 2 | +$7.7M | |
| 3 | +$6.42M | |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$5.32M |
| 5 |
Innovator Emerging Markets Power Buffer ETF January
EJAN
|
+$5.1M |
Top Sells
| 1 | +$13M | |
| 2 | +$6.63M | |
| 3 | +$6.55M | |
| 4 |
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
|
+$5.47M |
| 5 |
Innovator Emerging Markets Power Buffer ETF July
EJUL
|
+$4.6M |
Sector Composition
| 1 | Technology | 7.07% |
| 2 | Financials | 5.1% |
| 3 | Healthcare | 2.68% |
| 4 | Consumer Discretionary | 2.27% |
| 5 | Consumer Staples | 1.99% |