CAG

Csenge Advisory Group Portfolio holdings

AUM $2.09B
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.03M
3
+$2.08M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.87M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.43M

Top Sells

1
+$1.77M
2
+$1.69M
3
+$1.62M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.5M
5
PHYS icon
Sprott Physical Gold
PHYS
+$980K

Sector Composition

1 Technology 7.58%
2 Financials 5.14%
3 Consumer Staples 4.29%
4 Industrials 3.85%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
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