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CIM
Cetera Investment Management Portfolio holdings
AUM
$79.1M
1-Year Est. Return
10.52%
This Fund
S&P 500
This Quarter
Est. Return
+2%
1 Year Est. Return
+10.52%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$133M
AUM Growth
-$22.1M
(-14%)
Cap. Flow
-$24M
Cap. Flow
% of AUM
-17.98%
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
|
+$3.37M |
| 2 |
Invesco Preferred ETF
PGX
|
+$2.28M |
| 3 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$1.37M |
| 4 |
US Bancorp
USB
|
+$897K |
| 5 |
DuPont de Nemours
DD
|
+$833K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$4.03M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
+$2.7M |
| 3 |
ProShares Short 20+ Year Treasury ETF
TBF
|
+$2.33M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$2.26M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$1.62M |
Sector Composition
| 1 | Technology | 6.89% |
| 2 | Healthcare | 5.88% |
| 3 | Financials | 4.66% |
| 4 | Consumer Staples | 3.82% |
| 5 | Industrials | 3.49% |
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