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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
$1.14B
AUM Growth
-$3.41M
(-0.3%)
Holding
1,857
Top Buys
| 1 | +$10.7M | |
| 2 | +$3.7M | |
| 3 | +$3.4M | |
| 4 |
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$3.08M |
| 5 |
FOCS
Focus Financial Partners Inc. Class A
FOCS
|
+$2.02M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$9.71M | |
| 3 | +$5.36M | |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$4.96M |
| 5 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
+$4.7M |
Sector Composition
| 1 | Financials | 6.94% |
| 2 | Technology | 5.89% |
| 3 | Healthcare | 2.9% |
| 4 | Energy | 2.34% |
| 5 | Consumer Staples | 2.27% |