CFG
Certior Financial Group Portfolio holdings
AUM
$130M
1 Year Est. Return
–
AUM
$121M
AUM Growth
+$8.44M
(+7.5%)
Holding
127
Top Buys
| 1 | +$2.73M | |
| 2 | +$2.49M | |
| 3 | +$2.35M | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$2.24M |
| 5 |
BENJ
Horizon Landmark ETF
BENJ
|
+$1.59M |
Top Sells
| 1 | +$2.29M | |
| 2 | +$1.47M | |
| 3 | +$1.37M | |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.36M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.28M |
Sector Composition
| 1 | Financials | 7.59% |
| 2 | Technology | 6.46% |
| 3 | Healthcare | 2.8% |
| 4 | Industrials | 2.37% |
| 5 | Real Estate | 1.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$153M
| – | – |
-30,333
|
|
||
|
LGTY
127
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| – | – |
-11,995
|
|