CIM
Cetera Investment Management Portfolio holdings
AUM
$79.1M
This Quarter Return
+2%
1 Year Return
+10.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(-14%)
Cap. Flow
-$24.3M
Cap. Flow
% of AUM
-18.19%
Top 10 Holdings %
Top 10 Hldgs %
34.97%
Holding
128
New
16
Increased
13
Reduced
68
Closed
26
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$3.4M |
| 2 |
Invesco Preferred ETF
PGX
|
$2.23M |
| 3 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$1.35M |
| 4 |
US Bancorp
USB
|
$969K |
| 5 |
DuPont de Nemours
DD
|
$866K |
Top Sells
Sector Composition
| 1 | Technology | 6.89% |
| 2 | Healthcare | 5.88% |
| 3 | Financials | 4.66% |
| 4 | Consumer Staples | 3.82% |
| 5 | Industrials | 3.49% |