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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
$1.05B
AUM Growth
-$130M
(-11%)
Holding
12,363
Top Buys
| 1 | +$4.71M | |
| 2 | +$4.35M | |
| 3 | +$3.72M | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.25M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$3.05M |
Top Sells
| 1 | +$23.7M | |
| 2 | +$11.6M | |
| 3 | +$8.05M | |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$4.85M |
| 5 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
+$4.14M |
Sector Composition
| 1 | Financials | 4.99% |
| 2 | Healthcare | 4.56% |
| 3 | Technology | 3.96% |
| 4 | Industrials | 3.43% |
| 5 | Consumer Staples | 3.01% |