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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
$1.2B
AUM Growth
+$180M
(+18%)
Holding
1,805
Top Buys
| 1 | +$5.85M | |
| 2 | +$5.83M | |
| 3 | +$5.06M | |
| 4 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
+$2.83M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.09M |
Top Sells
| 1 | +$7.55M | |
| 2 | +$6.53M | |
| 3 | +$5.27M | |
| 4 |
Invesco FTSE RAFI Emerging Markets ETF
PXH
|
+$4.6M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$4.24M |
Sector Composition
| 1 | Technology | 7.73% |
| 2 | Financials | 5.31% |
| 3 | Healthcare | 3.06% |
| 4 | Consumer Discretionary | 2.27% |
| 5 | Consumer Staples | 2.17% |