CAG
Centerpoint Advisory Group Portfolio holdings
AUM
$115M
1 Year Est. Return
–
AUM
$115M
AUM Growth
+$13.6M
(+13%)
Holding
104
Top Buys
| 1 | +$1.72M | |
| 2 | +$659K | |
| 3 | +$431K | |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$293K |
| 5 |
Blackrock
BLK
|
+$289K |
Top Sells
| 1 | +$396K | |
| 2 | +$359K | |
| 3 | +$307K | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$280K |
| 5 |
Eli Lilly
LLY
|
+$224K |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 7.24% |
| 3 | Consumer Discretionary | 3.47% |
| 4 | Communication Services | 2.98% |
| 5 | Energy | 2.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Amgen
AMGN
$159B
| – | – |
-1,153
|
|
||
102
Bristol-Myers Squibb
BMY
$88.3B
| – | – |
-5,027
|
|
||
103
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.9B
| – | – |
-5,351
|
|
||
104
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$722M
| – | – |
-2,610
|
|