CFG

Carter Financial Group Portfolio holdings

AUM $153M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$11.1M
3 +$7.66M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$7.63M
5
DIVO icon
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%