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CPIG
Chicago Partners Investment Group Portfolio holdings
AUM
$4.47B
1-Year Est. Return
19.29%
This Fund
S&P 500
1 Year Est. Return
+19.29%
AUM
$1.63B
AUM Growth
+$232M
(+17%)
Holding
667
Top Buys
| 1 | +$4.79M | |
| 2 | +$4.48M | |
| 3 | +$3.61M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$3.47M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$3.31M |
Top Sells
| 1 | +$4.91M | |
| 2 | +$1.93M | |
| 3 | +$790K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$759K |
| 5 |
JEMD
Nuveen Emerging Markets Debt 2022 Target Term Fund, Common Shares of Beneficial Interest, $0.01 par value per share
JEMD
|
+$607K |
Sector Composition
| 1 | Energy | 10.46% |
| 2 | Financials | 7.85% |
| 3 | Technology | 5.68% |
| 4 | Utilities | 2.54% |
| 5 | Healthcare | 2.16% |