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CA
CGN Advisors Portfolio holdings
AUM
$1.37B
1-Year Est. Return
15.64%
This Fund
S&P 500
This Quarter
Est. Return
-0.71%
1 Year Est. Return
+15.64%
3 Year Est. Return
+44.21%
5 Year Est. Return
+38.41%
10 Year Est. Return
–
AUM
$1.27B
AUM Growth
+$3.85M
(+0.3%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
36.26%
Holding
326
New
13
Increased
140
Reduced
142
Closed
9
Top Buys
| 1 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
+$18.1M |
| 2 |
VSDB
Vanguard Short Duration Bond ETF
VSDB
|
+$5.44M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$4.48M |
| 4 |
Vanguard Core Bond ETF
VCRB
|
+$3.23M |
| 5 |
LDRC
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
|
+$2.09M |
Top Sells
Sector Composition
| 1 | Technology | 5.75% |
| 2 | Healthcare | 2.26% |
| 3 | Financials | 2.11% |
| 4 | Communication Services | 1.97% |
| 5 | Industrials | 1.66% |
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