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CPRC
Consolidated Portfolio Review Corp Portfolio holdings
AUM
$1.1B
1-Year Est. Return
8.96%
This Fund
S&P 500
1 Year Est. Return
+8.96%
AUM
$438M
AUM Growth
+$25.4M
(+6.2%)
Holding
339
Top Buys
| 1 | +$4.08M | |
| 2 | +$1.93M | |
| 3 | +$1.87M | |
| 4 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$1.65M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.55M |
Top Sells
| 1 | +$2.44M | |
| 2 | +$2.1M | |
| 3 | +$1.96M | |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$1.87M |
| 5 |
BlackRock Income Trust
BKT
|
+$1.87M |
Sector Composition
| 1 | Technology | 14.84% |
| 2 | Financials | 5.3% |
| 3 | Consumer Discretionary | 2.76% |
| 4 | Communication Services | 2.46% |
| 5 | Healthcare | 2.27% |