CFG

Copley Financial Group Portfolio holdings

AUM $146M
1-Year Est. Return 13.48%
This Quarter Est. Return
1 Year Est. Return
+13.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$50.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$317K
3
+$283K
4
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$247K
5
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$234K

Top Sells

1
+$409K
2
+$335K
3
+$310K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$305K
5
SECT icon
Main Sector Rotation ETF
SECT
+$258K

Sector Composition

1 Financials 4.62%
2 Healthcare 4.2%
3 Industrials 3.89%
4 Technology 3.03%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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