CFG
Copley Financial Group Portfolio holdings
AUM
$135M
1-Year Est. Return
12.52%
1 Year Est. Return
+12.52%
AUM
$131M
AUM Growth
+$50.1K
(+0.04%)
Holding
114
Top Buys
| 1 | +$1.24M | |
| 2 | +$317K | |
| 3 | +$283K | |
| 4 |
VanEck Inflation Allocation ETF
RAAX
|
+$247K |
| 5 |
Columbia Research Enhanced Core ETF
RECS
|
+$234K |
Top Sells
| 1 | +$409K | |
| 2 | +$335K | |
| 3 | +$310K | |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
+$305K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.11B
| – | – |
-81
|
|
||
102
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.07B
| – | – |
-260
|
|
||
103
iShares MSCI KLD 400 Social ETF
DSI
$5B
| – | – |
-1,982
|
|
||
104
First Trust Water ETF
FIW
$2B
| – | – |
-11
|
|
||
105
fuboTV
FUBO
$1.25B
| – | – |
-66
|
|
||
106
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.3B
| – | – |
-666
|
|
||
107
iShares S&P 500 Value ETF
IVE
$42.3B
| – | – |
-185
|
|
||
108
iShares S&P 500 Growth ETF
IVW
$66.3B
| – | – |
-669
|
|
||
109
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.34B
| – | – |
-42
|
|
||
110
Pacer Swan SOS Moderate October ETF
PSMO
$70.4M
| – | – |
-1,424
|
|
||
111
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$630M
| – | – |
-49
|
|
||
112
Schwab US Large-Cap Value ETF
SCHV
$14.1B
| – | – |
-279
|
|
||
113
Target
TGT
$42.9B
| – | – |
-1,883
|
|
||
|
ARTY
114
iShares Future AI & Tech ETF
ARTY
$1.67B
| – | – |
-63
|
|