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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
$1.63B
AUM Growth
+$123M
(+8.2%)
Holding
1,833
Top Buys
| 1 | +$13.2M | |
| 2 | +$8.92M | |
| 3 | +$6.9M | |
| 4 |
LHA Market State Tactical Beta ETF
MSTB
|
+$4.11M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$2.88M |
Top Sells
| 1 | +$8.31M | |
| 2 | +$7.6M | |
| 3 | +$5.41M | |
| 4 |
Innovator US Equity Power Buffer ETF September
PSEP
|
+$3.46M |
| 5 |
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
|
+$3.35M |
Sector Composition
| 1 | Technology | 6.93% |
| 2 | Financials | 5.5% |
| 3 | Healthcare | 2.53% |
| 4 | Consumer Discretionary | 2.28% |
| 5 | Consumer Staples | 1.84% |