CFG
Cooper Financial Group Portfolio holdings
AUM
$850M
1-Year Return
17.17%
This Quarter Return
-0.07%
1 Year Return
+17.17%
3 Year Return
+64.84%
5 Year Return
+99.97%
10 Year Return
–
AUM
$482M
AUM Growth
-$9.7M
(-2%)
Cap. Flow
-$6.98M
Cap. Flow
% of AUM
-1.45%
Top 10 Holdings %
Top 10 Hldgs %
43.7%
Holding
269
New
19
Increased
161
Reduced
52
Closed
24
Top Buys
| 1 |
iShares US Technology ETF
IYW
|
$8.71M |
| 2 |
iShares MBS ETF
MBB
|
$7.57M |
| 3 |
iShares Fallen Angels USD Bond ETF
FALN
|
$4.64M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$4.49M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.73M |
Top Sells
Sector Composition
| 1 | Technology | 9.81% |
| 2 | Consumer Discretionary | 6.67% |
| 3 | Financials | 3.18% |
| 4 | Communication Services | 2.76% |
| 5 | Industrials | 2.57% |
