CTA
Clear Trail Advisors Portfolio holdings
AUM
$601M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$601M
AUM Growth
+$170M
(+39%)
Holding
151
Top Buys
| 1 | +$14.9M | |
| 2 | +$14.9M | |
| 3 | +$14.9M | |
| 4 |
JPMorgan Active Bond ETF
JBND
|
+$14.8M |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$14.5M |
Top Sells
| 1 | +$2.44M | |
| 2 | +$1.44M | |
| 3 | +$1.43M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.15M |
| 5 |
Procter & Gamble
PG
|
+$926K |
Sector Composition
| 1 | Energy | 14.5% |
| 2 | Technology | 12.99% |
| 3 | Financials | 9.24% |
| 4 | Consumer Discretionary | 8.95% |
| 5 | Consumer Staples | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Russell 2000 ETF
IWM
$78.8B
| – | – |
-913
|
|