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CFGS
Concourse Financial Group Securities Portfolio holdings
AUM
$1.77B
1-Year Est. Return
17.37%
This Fund
S&P 500
1 Year Est. Return
+17.37%
AUM
$1.01B
AUM Growth
+$607M
(+152%)
Holding
9,357
Top Buys
| 1 | +$25M | |
| 2 | +$20.2M | |
| 3 | +$16.3M | |
| 4 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$15.2M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$14.9M |
Top Sells
| 1 | +$4.55M | |
| 2 | +$3.83M | |
| 3 | +$2.02M | |
| 4 |
FS KKR Capital
FSK
|
+$1.82M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.34M |
Sector Composition
| 1 | Financials | 3.45% |
| 2 | Healthcare | 3.41% |
| 3 | Technology | 3.09% |
| 4 | Consumer Staples | 2.91% |
| 5 | Industrials | 2.86% |