CFGS
Concourse Financial Group Securities Portfolio holdings
AUM
$1.77B
1-Year Est. Return
17.35%
1 Year Est. Return
+17.35%
AUM
$1.59B
AUM Growth
+$171M
(+12%)
Holding
10,741
Top Buys
| 1 | +$5.98M | |
| 2 | +$5.47M | |
| 3 | +$5.34M | |
| 4 |
First Trust Indxx Innovative Transaction & Process ETF
LEGR
|
+$5.06M |
| 5 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
+$4.82M |
Top Sells
| 1 | +$7.18M | |
| 2 | +$4.83M | |
| 3 | +$4.64M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.16M |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$3.15M |
Sector Composition
| 1 | Technology | 7.51% |
| 2 | Financials | 5.32% |
| 3 | Healthcare | 4.8% |
| 4 | Consumer Discretionary | 4.15% |
| 5 | Communication Services | 3.43% |