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
$352M
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$23.1M
3 +$3.63M
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$1.75M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.14M

Sector Composition

1 Technology 9.86%
2 Consumer Discretionary 2.43%
3 Financials 1.71%
4 Consumer Staples 0.47%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,746