CAG
Csenge Advisory Group Portfolio holdings
AUM
$1.9B
1-Year Return
13.68%
This Quarter Return
+18.3%
1 Year Return
+13.68%
3 Year Return
+48.48%
5 Year Return
+78.26%
10 Year Return
–
AUM
$696M
AUM Growth
+$316M
(+83%)
Cap. Flow
+$264M
Cap. Flow
% of AUM
37.9%
Top 10 Holdings %
Top 10 Hldgs %
34.96%
Holding
427
New
131
Increased
156
Reduced
82
Closed
55
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$54.1M |
| 2 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$14.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$14.5M |
| 4 |
Amazon
AMZN
|
$12.1M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$12M |
Top Sells
Sector Composition
| 1 | Technology | 5.64% |
| 2 | Consumer Discretionary | 5.37% |
| 3 | Financials | 2.95% |
| 4 | Healthcare | 2.85% |
| 5 | Communication Services | 2.41% |