C1AG

Client 1st Advisory Group Portfolio holdings

AUM $301M
1-Year Est. Return 14.13%
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.39M
2 +$2.04M
3 +$1.95M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.66M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.3M

Sector Composition

1 Energy 1.19%
2 Technology 0.91%
3 Communication Services 0.87%
4 Financials 0.63%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,557
77
-1,811