CFG
Copley Financial Group Portfolio holdings
AUM
$146M
1-Year Est. Return
13.48%
1 Year Est. Return
+13.48%
AUM
$146M
AUM Growth
+$11.3M
(+8.4%)
Holding
129
Top Buys
| 1 | +$1.86M | |
| 2 | +$1.6M | |
| 3 | +$1.08M | |
| 4 |
abrdn Physical Silver Shares ETF
SIVR
|
+$740K |
| 5 |
abrdn Physical Palladium Shares ETF
PALL
|
+$680K |
Top Sells
| 1 | +$2.01M | |
| 2 | +$1.4M | |
| 3 | +$762K | |
| 4 |
Innovator Gradient Tactical Rotation Strategy ETF
IGTR
|
+$569K |
| 5 |
Cardinal Health
CAH
|
+$564K |
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 | |
|---|---|---|---|---|---|---|
126
State Street Ultra Short Term Bond ETF
ULST
$595M
| – | – |
-49,348
|
|
||
127
Wendy's
WEN
$1.58B
| – | – |
-26,194
|
|
||
128
Xcel Energy
XEL
$44.7B
| – | – |
-6,238
|
|
||
129
American Tower
AMT
$85.9B
| – | – |
-1,976
|
|