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Tactical Allocation Group Portfolio holdings

AUM $62.6M
1-Year Est. Return 2.18%
This Fund
S&P 500
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
+$14.9M
2
+$10.7M
3
+$3.85M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$527K

Top Sells

1
+$7.19M
2
+$6.62M
3
+$6.38M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$4.59M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.82M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-123,098
1
2