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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
$1.77B
AUM Growth
+$141M
(+8.7%)
Holding
1,936
Top Buys
| 1 | +$18.5M | |
| 2 | +$17M | |
| 3 | +$4.12M | |
| 4 |
Global X Adaptive US Factor ETF
AUSF
|
+$3.09M |
| 5 |
LSST
Natixis Loomis Sayles Short Duration Income ETF
LSST
|
+$1.77M |
Top Sells
| 1 | +$8.35M | |
| 2 | +$3.15M | |
| 3 | +$3.01M | |
| 4 |
LHA Market State Tactical Beta ETF
MSTB
|
+$2.01M |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$1.11M |
Sector Composition
| 1 | Technology | 7.04% |
| 2 | Financials | 5.72% |
| 3 | Healthcare | 2.51% |
| 4 | Consumer Discretionary | 2.21% |
| 5 | Consumer Staples | 1.75% |