CFGSD
Compass Financial Group (South Dakota) Portfolio holdings
AUM
$610M
1-Year Est. Return
13.74%
1 Year Est. Return
+13.74%
AUM
$610M
AUM Growth
+$81.2M
(+15%)
Holding
101
Top Buys
| 1 | +$13.2M | |
| 2 | +$8.42M | |
| 3 | +$5.52M | |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$1.21M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.04M |
Top Sells
| 1 | +$716K | |
| 2 | +$335K | |
| 3 | +$243K | |
| 4 |
AbbVie
ABBV
|
+$203K |
| 5 |
Vanguard Energy ETF
VDE
|
+$154K |
Sector Composition
| 1 | Financials | 1.22% |
| 2 | Technology | 0.86% |
| 3 | Real Estate | 0.51% |
| 4 | Consumer Staples | 0.38% |
| 5 | Industrials | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
SPDR S&P Dividend ETF
SDY
$20.1B
| – | – |
-1,791
|
|