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
$294M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.26M
3
+$3.37M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.84M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.83M

Top Sells

1
+$2.56M
2
+$2.13M
3
+$2.05M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.85M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.74M

Sector Composition

1 Financials 5.39%
2 Technology 4.73%
3 Healthcare 3.84%
4 Consumer Discretionary 3.15%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
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