CFG
Copley Financial Group Portfolio holdings
AUM
$135M
1-Year Est. Return
12.52%
1 Year Est. Return
+12.52%
AUM
$135M
AUM Growth
+$4.22M
(+3.2%)
Holding
108
Top Buys
| 1 | +$4.56M | |
| 2 | +$3.33M | |
| 3 | +$796K | |
| 4 |
Main BuyWrite ETF
BUYW
|
+$457K |
| 5 |
AT&T
T
|
+$387K |
Top Sells
| 1 | +$3.6M | |
| 2 | +$2.42M | |
| 3 | +$1.43M | |
| 4 |
VanEck Inflation Allocation ETF
RAAX
|
+$704K |
| 5 |
American Express
AXP
|
+$437K |
Sector Composition
| 1 | Financials | 4.57% |
| 2 | Industrials | 4.12% |
| 3 | Technology | 3.85% |
| 4 | Healthcare | 3.4% |
| 5 | Consumer Discretionary | 2.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vodafone
VOD
$27.5B
| $185K | 0.14% |
17,335
+3,158
|
|
||
102
Liberty Global Class A
LBTYA
$3.78B
| $119K | 0.09% |
+11,870
|
|
||
103
Alexandria Real Estate Equities
ARE
$13.1B
| – | – |
-4,309
|
|
||
|
104
American Express
AXP
$245B
| – | – |
-1,624
|
|
||
105
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.99B
| – | – |
-95,931
|
|
||
106
Interpublic Group of Companies
IPG
$9.87B
| – | – |
-16,074
|
|
||
107
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$182M
| – | – |
-8,172
|
|
||
108
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
| – | – |
-4
|
|