CPC
Congress Park Capital Portfolio holdings
AUM
$322M
1-Year Est. Return
17.31%
1 Year Est. Return
+17.31%
AUM
$305M
AUM Growth
+$41M
(+16%)
Holding
128
Top Buys
| 1 | +$9.13M | |
| 2 | +$7.72M | |
| 3 | +$7.1M | |
| 4 |
Nuveen Floating Rate Income Fund
JFR
|
+$3.36M |
| 5 |
SPDR Gold Trust
GLD
|
+$2.75M |
Top Sells
| 1 | +$4.74M | |
| 2 | +$4.69M | |
| 3 | +$3.15M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.56M |
| 5 |
Walmart
WMT
|
+$2.39M |
Sector Composition
| 1 | Technology | 17.04% |
| 2 | Communication Services | 11.15% |
| 3 | Consumer Discretionary | 10.72% |
| 4 | Financials | 6.81% |
| 5 | Healthcare | 5.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
AT&T
T
$181B
| – | – |
-10,008
|
|
||
127
TJX Companies
TJX
$163B
| – | – |
-11,043
|
|
||
|
128
Walmart
WMT
$817B
| – | – |
-27,234
|
|