CAG
Csenge Advisory Group Portfolio holdings
AUM
$1.9B
1-Year Return
13.68%
This Quarter Return
-11.16%
1 Year Return
+13.68%
3 Year Return
+48.48%
5 Year Return
+78.26%
10 Year Return
–
AUM
$273M
AUM Growth
+$15.2M
(+5.9%)
Cap. Flow
+$29.9M
Cap. Flow
% of AUM
10.97%
Top 10 Holdings %
Top 10 Hldgs %
46.41%
Holding
1,896
New
11
Increased
163
Reduced
11
Closed
1,703
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$6.52M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.34M |
| 3 |
Invesco QQQ Trust
QQQ
|
$4.26M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.34M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$2.35M |
Top Sells
Sector Composition
| 1 | Technology | 4.8% |
| 2 | Financials | 4.59% |
| 3 | Healthcare | 3.88% |
| 4 | Consumer Discretionary | 2.97% |
| 5 | Industrials | 2.64% |
