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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
$157M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.38M
3
+$5.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.79M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.14M

Top Sells

1
+$14.7M
2
+$10.9M
3
+$5.25M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.86M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.05M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-388,613
1
2