CFA
Carroll Financial Associates Portfolio holdings
AUM
$1.88B
1-Year Est. Return
20.52%
1 Year Est. Return
+20.52%
AUM
$1.88B
AUM Growth
+$88.3M
(+4.9%)
Holding
2,074
Top Buys
| 1 | +$34.1M | |
| 2 | +$14.1M | |
| 3 | +$9.24M | |
| 4 |
VanEck Inflation Allocation ETF
RAAX
|
+$6.06M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.49M |
Top Sells
| 1 | +$33.3M | |
| 2 | +$11.3M | |
| 3 | +$9.95M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$7.11M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$5.27M |
Sector Composition
| 1 | Technology | 7.87% |
| 2 | Financials | 5.3% |
| 3 | Healthcare | 2.68% |
| 4 | Consumer Discretionary | 2.41% |
| 5 | Consumer Staples | 1.89% |
