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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
76
$384K 0.26%
1,933
-102
77
$382K 0.26%
623
+167
78
$379K 0.26%
+9,654
79
$373K 0.26%
10,343
-3,229
80
$363K 0.25%
+762
81
$360K 0.25%
7,146
-32
82
$354K 0.24%
705
-7
83
$353K 0.24%
+1,919
84
$349K 0.24%
2,149
-1
85
$331K 0.23%
7,737
-587
86
$330K 0.23%
1,340
+137
87
$323K 0.22%
4,091
+83
88
$308K 0.21%
3,297
-660
89
$304K 0.21%
9,528
+226
90
$289K 0.2%
9,159
-28
91
$281K 0.19%
10,284
-616
92
$268K 0.18%
+9,417
93
$264K 0.18%
+744
94
$258K 0.18%
3,440
-62
95
$256K 0.18%
6,351
-292
96
$238K 0.16%
+1,921
97
$221K 0.15%
+232
98
$220K 0.15%
876
-34
99
$216K 0.15%
+1,610
100
$209K 0.14%
+12,273
2 3
4
5 6