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
$1.29B
AUM Growth
-$29.9M
(-2.3%)
Holding
12,015
Top Buys
| 1 | +$11.2M | |
| 2 | +$6.46M | |
| 3 | +$5.61M | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.5M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$3.26M |
Top Sells
| 1 | +$5.86M | |
| 2 | +$4.8M | |
| 3 | +$3.39M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.2M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$3.18M |
Sector Composition
| 1 | Technology | 7.98% |
| 2 | Healthcare | 5.07% |
| 3 | Financials | 4.92% |
| 4 | Consumer Discretionary | 3.98% |
| 5 | Industrials | 3.71% |