TAG

Tactical Allocation Group Portfolio holdings

AUM $62.6M
1-Year Est. Return 2.18%
This Quarter Est. Return
1 Year Est. Return
-2.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.4M
3
+$3.9M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.73M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$552K

Top Sells

1
+$7.94M
2
+$7.1M
3
+$6.43M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$4.59M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.87M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-8,553
1
2