CAG
Centerpoint Advisory Group Portfolio holdings
AUM
$115M
This Quarter Return
+2.79%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.33%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.02M |
| 2 |
JPMorgan Active Growth ETF
JGRO
|
$5.56M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.28M |
| 4 |
NVIDIA
NVDA
|
$5.16M |
| 5 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$4.86M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.12% |
| 2 | Financials | 5.89% |
| 3 | Consumer Discretionary | 3.71% |
| 4 | Healthcare | 2.83% |
| 5 | Energy | 2.52% |
