CF

Convergence Financial Portfolio holdings

AUM $581M
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$732K
2 +$631K
3 +$18.9K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$14.4K

Sector Composition

1 Consumer Discretionary 3.76%
2 Financials 0.32%
3 Technology 0.26%
4 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$202K 0.18%
+2,288
27
-22,420
28
-150,000