CFG
Certior Financial Group Portfolio holdings
AUM
$147M
1-Year Est. Return
15.62%
1 Year Est. Return
+15.62%
AUM
$147M
AUM Growth
+$17M
(+13%)
Holding
139
Top Buys
| 1 | +$2.7M | |
| 2 | +$2.22M | |
| 3 | +$1.43M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$1.29M |
| 5 |
Harbor Commodity All-Weather Strategy ETF
HGER
|
+$1.21M |
Top Sells
| 1 | +$3.7M | |
| 2 | +$2.64M | |
| 3 | +$735K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$318K |
| 5 |
National Grid
NGG
|
+$312K |
Sector Composition
| 1 | Technology | 7.08% |
| 2 | Financials | 5.24% |
| 3 | Healthcare | 2.22% |
| 4 | Industrials | 1.94% |
| 5 | Consumer Discretionary | 1.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Expanded Tech Sector ETF
IGM
$8.85B
| $215K | 0.14% |
+1,704
|
|
||
127
Essential Utilities
WTRG
$10.7B
| $214K | 0.14% |
+5,366
|
|
||
128
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
| $209K | 0.14% |
2,484
+29
|
|
||
129
Robinhood
HOOD
$107B
| $205K | 0.14% |
+1,435
|
|
||
130
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.71B
| $203K | 0.14% |
2,157
-197
|
|
||
131
iShares Gold Trust
IAU
$67.1B
| $202K | 0.13% |
+2,773
|
|
||
132
Escalade
ESCA
$181M
| $141K | 0.09% |
+11,208
|
|
||
133
Evolution Petroleum
EPM
$142M
| $132K | 0.09% |
27,303
-12
|
|
||
134
Goldman Sachs BDC
GSBD
$1.13B
| $107K | 0.07% |
10,514
-2,863
|
|
||
135
Resources Connection
RGP
$173M
| $67.1K | 0.04% |
+13,281
|
|
||
136
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$126M
| – | – |
-85,061
|
|
||
|
137
National Grid
NGG
$74.4B
| – | – |
-4,195
|
|
||
138
Philip Morris
PM
$239B
| – | – |
-1,223
|
|
||
139
iShares TIPS Bond ETF
TIP
$14.4B
| – | – |
-6,682
|
|