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
$1.63B
AUM Growth
+$41.1M
(+2.6%)
Holding
11,269
Top Buys
| 1 | +$9.63M | |
| 2 | +$9.41M | |
| 3 | +$7.96M | |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$7.76M |
| 5 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$7.16M |
Top Sells
| 1 | +$9.61M | |
| 2 | +$8.24M | |
| 3 | +$6.91M | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$6.3M |
| 5 |
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
|
+$4.85M |
Sector Composition
| 1 | Technology | 7.63% |
| 2 | Financials | 5.59% |
| 3 | Healthcare | 4.95% |
| 4 | Consumer Discretionary | 4.09% |
| 5 | Communication Services | 3.48% |