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CFG

Copley Financial Group Portfolio holdings

AUM $166M
1-Year Est. Return 26.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.57M
3
+$1.09M
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$638K
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$626K

Top Sells

1
+$2.01M
2
+$1.4M
3
+$683K
4
CAH icon
Cardinal Health
CAH
+$564K
5
IGTR icon
Innovator Gradient Tactical Rotation Strategy ETF
IGTR
+$541K

Sector Composition

1 Industrials 4.88%
2 Financials 4.53%
3 Technology 4.33%
4 Healthcare 2.43%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$821K 0.56%
2,489
-161
27
$815K 0.56%
4,394
-131
28
$773K 0.53%
3,520
-135
29
$722K 0.49%
2,837
-120
30
$693K 0.47%
4,357
-404
31
$686K 0.47%
25,347
-2,980
32
$663K 0.45%
11,977
-396
33
$653K 0.45%
820
-170
34
$638K 0.44%
1,849
+485
35
$634K 0.43%
6,654
-311
36
$633K 0.43%
862
-30
37
$632K 0.43%
1,851
-137
38
$624K 0.43%
1,830
39
$593K 0.41%
11,491
-705
40
$590K 0.4%
1,576
+973
41
$582K 0.4%
4,342
-391
42
$565K 0.39%
1,396
-4
43
$554K 0.38%
1,823
-55
44
$553K 0.38%
7,328
-152
45
$553K 0.38%
5,362
-846
46
$538K 0.37%
8,114
-333
47
$535K 0.37%
7,286
-460
48
$528K 0.36%
1,878
-424
49
$504K 0.35%
3,283
+5
50
$497K 0.34%
2,145
-105
1
2
3 4 5