CFG
Carter Financial Group Portfolio holdings
AUM
$153M
This Quarter Return
+12.42%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.88%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$20.8M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$11.1M |
| 3 |
Amplify Transformational Data Sharing ETF
BLOK
|
$7.66M |
| 4 |
Bitwise Bitcoin ETF
BITB
|
$7.63M |
| 5 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$7.34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.06% |
| 2 | Technology | 12.39% |
| 3 | Communication Services | 2.85% |
| 4 | Consumer Discretionary | 2.71% |
| 5 | Industrials | 2.51% |
