CAG

Curtis Advisory Group Portfolio holdings

AUM $398M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Consumer Discretionary 4.61%
3 Technology 4.24%
4 Industrials 0.95%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$233K 0.13%
+1,100
52
$223K 0.13%
+3,849