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CPO
Cerity Partners OCIO Portfolio holdings
AUM
$1.67B
1-Year Est. Return
13.22%
This Fund
S&P 500
1 Year Est. Return
+13.22%
AUM
$996M
AUM Growth
+$28.6M
(+3%)
Holding
215
Top Buys
| 1 | +$8.13M | |
| 2 | +$7.32M | |
| 3 | +$4.45M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$4.01M |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$4M |
Top Sells
| 1 | +$9.15M | |
| 2 | +$3.93M | |
| 3 | +$3.53M | |
| 4 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$3.02M |
| 5 |
MORE
Monogram Residential Trust, Inc.
MORE
|
+$2.74M |
Sector Composition
| 1 | Industrials | 2.95% |
| 2 | Consumer Staples | 2.51% |
| 3 | Utilities | 1.96% |
| 4 | Technology | 1.27% |
| 5 | Consumer Discretionary | 1.18% |