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CFG
Cooper Financial Group Portfolio holdings
AUM
$989M
1-Year Est. Return
20.8%
This Fund
S&P 500
1 Year Est. Return
+20.8%
AUM
$770M
AUM Growth
+$90.1M
(+13%)
Holding
412
Top Buys
| 1 | +$6.86M | |
| 2 | +$5.92M | |
| 3 | +$5.43M | |
| 4 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$3.52M |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$3.32M |
Top Sells
| 1 | +$2.36M | |
| 2 | +$2.11M | |
| 3 | +$1.91M | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.65M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.53M |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Consumer Discretionary | 5.82% |
| 3 | Financials | 4.37% |
| 4 | Healthcare | 3.82% |
| 5 | Communication Services | 3.14% |