CFG
Copley Financial Group Portfolio holdings
AUM
$135M
This Quarter Return
+0.41%
1 Year Return
+12.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(+0.04%)
Cap. Flow
+$600K
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
58.17%
Holding
114
New
6
Increased
34
Reduced
57
Closed
14
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 4.62% |
| 2 | Healthcare | 4.2% |
| 3 | Industrials | 3.89% |
| 4 | Technology | 3.03% |
| 5 | Consumer Discretionary | 2.91% |
