CFG
Certior Financial Group Portfolio holdings
AUM
$130M
This Quarter Return
+2.72%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.47%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$5.79M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.65M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.48M |
| 4 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
$4.98M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$4.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 8.41% |
| 2 | Technology | 7.99% |
| 3 | Healthcare | 2.71% |
| 4 | Industrials | 2.35% |
| 5 | Real Estate | 2% |
