CAG
Compass Advisory Group Portfolio holdings
AUM
$316M
1-Year Est. Return
9.78%
1 Year Est. Return
+9.78%
AUM
$287M
AUM Growth
+$7.88M
(+2.8%)
Holding
76
Top Buys
| 1 | +$4.07M | |
| 2 | +$3.98M | |
| 3 | +$2.01M | |
| 4 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$1.71M |
| 5 |
Innovator Defined Wealth Shield ETF
BALT
|
+$1.4M |
Top Sells
| 1 | +$1.54M | |
| 2 | +$226K | |
| 3 | +$222K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$201K |
| 5 |
Innovator US Small Cap Power Buffer ETF April
KAPR
|
+$196K |
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Financials | 0.71% |
| 3 | Consumer Discretionary | 0.29% |
| 4 | Communication Services | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Alphabet (Google) Class A
GOOGL
$3.06T
| – | – |
-1,062
|
|