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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
$830M
AUM Growth
+$60.1M
(+7.8%)
Holding
413
Top Buys
| 1 | +$6.76M | |
| 2 | +$5.45M | |
| 3 | +$3.75M | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$2.82M |
| 5 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$2.4M |
Top Sells
| 1 | +$4.89M | |
| 2 | +$2.74M | |
| 3 | +$2.29M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.76M |
| 5 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
+$1.68M |
Sector Composition
| 1 | Technology | 16.04% |
| 2 | Consumer Discretionary | 6.64% |
| 3 | Financials | 4.69% |
| 4 | Communication Services | 3.87% |
| 5 | Industrials | 3.51% |