CFG
Copley Financial Group Portfolio holdings
AUM
$135M
1-Year Return
12.52%
This Quarter Return
-2.1%
1 Year Return
+12.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$20.5M
(+19%)
Cap. Flow
+$23M
Cap. Flow
% of AUM
17.61%
Top 10 Holdings %
Top 10 Hldgs %
57.82%
Holding
221
New
5
Increased
55
Reduced
42
Closed
112
Top Buys
| 1 |
Main Sector Rotation ETF
SECT
|
$8.13M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$4.53M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.95M |
| 4 |
VanEck Inflation Allocation ETF
RAAX
|
$2.49M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.65M |
Top Sells
Sector Composition
| 1 | Financials | 4.69% |
| 2 | Industrials | 4.03% |
| 3 | Healthcare | 3.77% |
| 4 | Technology | 3.53% |
| 5 | Consumer Discretionary | 3.03% |
