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
$989M
AUM Growth
+$49.7M
(+5.3%)
Holding
453
Top Buys
| 1 | +$34M | |
| 2 | +$24.6M | |
| 3 | +$7.03M | |
| 4 |
iShares Emerging Markets Dividend ETF
DVYE
|
+$5.9M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$4.94M |
Top Sells
| 1 | +$38.2M | |
| 2 | +$5.44M | |
| 3 | +$4.34M | |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$3.54M |
| 5 |
AstraZeneca
AZN
|
+$1.46M |
Sector Composition
| 1 | Technology | 17.11% |
| 2 | Consumer Discretionary | 5.04% |
| 3 | Communication Services | 4.63% |
| 4 | Financials | 4.41% |
| 5 | Industrials | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
SoFi Technologies
SOFI
$24.8B
| – | – |
-14,847
|
|
||
452
Xylem
XYL
$29.2B
| – | – |
-1,554
|
|
||
453
Zoom
ZM
$25.9B
| – | – |
-2,373
|
|