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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
$1.76B
AUM Growth
+$123M
(+7.5%)
Holding
11,883
Top Buys
| 1 | +$8.43M | |
| 2 | +$5.07M | |
| 3 | +$4.9M | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$3.68M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.57M |
Top Sells
| 1 | +$6.01M | |
| 2 | +$5.64M | |
| 3 | +$2.97M | |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$2.96M |
| 5 |
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
|
+$2.69M |
Sector Composition
| 1 | Technology | 8.4% |
| 2 | Financials | 5.41% |
| 3 | Healthcare | 5.08% |
| 4 | Consumer Discretionary | 4.12% |
| 5 | Communication Services | 3.36% |