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
$273M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,896
New
Increased
Reduced
Closed

Top Buys

1 +$6.52M
2 +$4.34M
3 +$4.26M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.34M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.35M

Sector Composition

1 Technology 4.8%
2 Financials 4.59%
3 Healthcare 3.88%
4 Consumer Discretionary 2.97%
5 Industrials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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