CA
CoreCap Advisors Portfolio holdings
AUM
$2.86B
1-Year Est. Return
19.68%
This Fund
S&P 500
1 Year Est. Return
+19.68%
AUM
$963M
AUM Growth
-$925M
(-49%)
Holding
2,694
Top Buys
| 1 | +$15.4M | |
| 2 | +$14M | |
| 3 | +$14M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$11.7M |
| 5 |
VanEck CLO ETF
CLOI
|
+$3.54M |
Top Sells
| 1 | +$108M | |
| 2 | +$55.8M | |
| 3 | +$54.8M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$38.6M |
| 5 |
Vanguard Total Bond Market
BND
|
+$32.5M |
Sector Composition
| 1 | Technology | 6.35% |
| 2 | Communication Services | 3.1% |
| 3 | Financials | 2.53% |
| 4 | Healthcare | 1.65% |
| 5 | Energy | 1.64% |