CAG

Csenge Advisory Group Portfolio holdings

AUM $2.09B
1-Year Est. Return 13.73%
This Quarter Est. Return
1 Year Est. Return
+13.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.23M
3
+$1.86M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.74M
5
SNA icon
Snap-on
SNA
+$893K

Top Sells

1
+$3.75M
2
+$3M
3
+$2.02M
4
SBUX icon
Starbucks
SBUX
+$1.27M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M

Sector Composition

1 Technology 5.72%
2 Financials 5.05%
3 Healthcare 3.84%
4 Industrials 3.46%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
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