CFS
CGC Financial Services Portfolio holdings
AUM
$363M
1-Year Est. Return
7.29%
1 Year Est. Return
+7.29%
AUM
$296M
AUM Growth
+$43.2M
(+17%)
Holding
353
Top Buys
| 1 | +$38.2M | |
| 2 | +$23.7M | |
| 3 | +$7.83M | |
| 4 |
Nuveen ESG Dividend ETF
NUDV
|
+$6.17M |
| 5 |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
|
+$1.15M |
Top Sells
| 1 | +$39.1M | |
| 2 | +$6.33M | |
| 3 | +$236K | |
| 4 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
+$217K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$91.6K |
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Consumer Discretionary | 0.69% |
| 3 | Healthcare | 0.63% |
| 4 | Consumer Staples | 0.57% |
| 5 | Financials | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
State Street SPDR S&P Biotech ETF
XBI
$6.6B
| – | – |
-5
|
|
||
352
Xcel Energy
XEL
$47.7B
| – | – |
-326
|
|
||
353
Pan American Silver
PAAS
$16.3B
| – | – |
-2
|
|