CFG

Cooper Financial Group Portfolio holdings

AUM $940M
1-Year Est. Return 19.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.33M
3
+$1.14M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.01M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.01M

Top Sells

1
+$1.88M
2
+$970K
3
+$743K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$718K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$674K

Sector Composition

1 Technology 15.39%
2 Consumer Discretionary 6.89%
3 Healthcare 5.09%
4 Financials 4.74%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
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