CFG
Copley Financial Group Portfolio holdings
AUM
$135M
This Quarter Return
+7.07%
1 Year Return
+12.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.18%
Holding
216
New
215
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$14.3M |
| 2 |
Main Sector Rotation ETF
SECT
|
$10.8M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$7.23M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$6.11M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$4.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.02% |
| 2 | Healthcare | 5.2% |
| 3 | Technology | 3.93% |
| 4 | Consumer Discretionary | 3.6% |
| 5 | Consumer Staples | 3.1% |
