CA
Corrado Advisors Portfolio holdings
AUM
$164M
This Quarter Return
+2.19%
1 Year Return
+15.38%
3 Year Return
+37.91%
5 Year Return
+50.79%
10 Year Return
+80.39%
AUM
$143M
AUM Growth
+$143M
(-5%)
Cap. Flow
-$9.68M
Cap. Flow
% of AUM
-6.77%
Top 10 Holdings %
Top 10 Hldgs %
23.25%
Holding
118
New
2
Increased
45
Reduced
34
Closed
31
Top Buys
Top Sells
| 1 |
Goldman Sachs
GS
|
$1.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.36M |
| 3 |
Microsoft
MSFT
|
$1.2M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$992K |
| 5 |
Nuveen Dynamic Municipal Opportunities Fund
NDMO
|
$792K |
Sector Composition
| 1 | Communication Services | 10% |
| 2 | Technology | 5.72% |
| 3 | Healthcare | 4.76% |
| 4 | Real Estate | 3.78% |
| 5 | Financials | 3.57% |
