CF
Carter Financial Portfolio holdings
AUM
$115M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$115M
AUM Growth
+$1.67M
(+1.5%)
Holding
29
Top Buys
| 1 | +$1.56M | |
| 2 | +$1.47M | |
| 3 | +$1.46M | |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$795K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$774K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$345K | |
| 3 | +$251K | |
| 4 |
Intuitive Surgical
ISRG
|
+$204K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$52.2K |
Sector Composition
| 1 | Technology | 1.48% |
| 2 | Financials | 0.74% |
| 3 | Utilities | 0.34% |
| 4 | Industrials | 0.18% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
FT Vest Fund of Buffer ETFs
BUFR
$9.49B
| $237K | 0.21% |
7,017
|
|
||
27
Microsoft
MSFT
$3.11T
| $235K | 0.2% |
634
|
|
||
28
Caterpillar
CAT
$399B
| $213K | 0.18% |
+300
|
|
||
|
29
Intuitive Surgical
ISRG
$156B
| – | – |
-360
|
|