We are live on ! Find out more
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
51
$489K 0.33%
1,602
-137
52
$477K 0.33%
2,848
-630
53
$474K 0.32%
4,733
-74
54
$464K 0.32%
+2,607
55
$462K 0.32%
+4,039
56
$459K 0.31%
753
-33
57
$448K 0.31%
+6,782
58
$444K 0.3%
4,248
-1,106
59
$434K 0.3%
+8,981
60
$432K 0.3%
+3,843
61
$425K 0.29%
+15,027
62
$422K 0.29%
1,964
+218
63
$421K 0.29%
+3,879
64
$420K 0.29%
3,724
-14
65
$405K 0.28%
+1,160
66
$403K 0.28%
+8,373
67
$402K 0.28%
2,386
-170
68
$402K 0.27%
+3,871
69
$400K 0.27%
+1,482
70
$393K 0.27%
13,906
+541
71
$392K 0.27%
1,390
-46
72
$390K 0.27%
+11,240
73
$390K 0.27%
+7,730
74
$389K 0.27%
+1,378
75
$389K 0.27%
+4,638
1 2
3
4 5