CF
Convergence Financial Portfolio holdings
AUM
$581M
1-Year Est. Return
14.18%
1 Year Est. Return
+14.18%
AUM
$509M
AUM Growth
+$7.83M
(+1.6%)
Holding
182
Top Buys
| 1 | +$4.56M | |
| 2 | +$3.7M | |
| 3 | +$3.66M | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$2.78M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$2.16M |
Top Sells
| 1 | +$4.65M | |
| 2 | +$2.3M | |
| 3 | +$964K | |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$677K |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$642K |
Sector Composition
| 1 | Technology | 8.47% |
| 2 | Consumer Discretionary | 3.91% |
| 3 | Financials | 3.21% |
| 4 | Healthcare | 2.14% |
| 5 | Communication Services | 1.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
PayPal
PYPL
$64.4B
| – | – |
-3,730
|
|
||
177
Ross Stores
ROST
$50.8B
| – | – |
-1,553
|
|
||
|
178
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.67B
| – | – |
-17,904
|
|
||
|
179
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
| – | – |
-22,660
|
|
||
180
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| – | – |
-4,911
|
|
||
181
United Parcel Service
UPS
$73.2B
| – | – |
-1,728
|
|
||
182
Zoetis
ZTS
$63.8B
| – | – |
-1,884
|
|