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
$398M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$22.1M
2 +$6.44M
3 +$2.33M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.92M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.83M

Top Sells

1 +$15M
2 +$1.94M
3 +$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.75M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.73M

Sector Composition

1 Technology 11.01%
2 Consumer Discretionary 4.05%
3 Financials 1.96%
4 Communication Services 0.99%
5 Consumer Staples 0.86%