CFG

Cooper Financial Group Portfolio holdings

AUM $903M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.45M
3
+$2.77M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$2.33M
5
DEI icon
Douglas Emmett
DEI
+$2.02M

Top Sells

1
+$1.85M
2
+$1.69M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$993K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$938K

Sector Composition

1 Technology 15.05%
2 Consumer Discretionary 6.5%
3 Financials 4.7%
4 Healthcare 3.98%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
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