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
$205M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$2.21M
3 +$1.17M
4
PGX icon
Invesco Preferred ETF
PGX
+$1.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$859K

Sector Composition

1 Consumer Discretionary 8.26%
2 Technology 4.03%
3 Financials 1.67%
4 Industrials 0.61%
5 Communication Services 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,961