TA
TCG Advisors Portfolio holdings
AUM
$1.03M
This Quarter Return
+15.25%
1 Year Return
+123.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(+48%)
Cap. Flow
+$40.3M
Cap. Flow
% of AUM
22.44%
Top 10 Holdings %
Top 10 Hldgs %
33.08%
Holding
146
New
46
Increased
65
Reduced
22
Closed
11
Top Buys
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.37M |
| 2 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$3.46M |
| 3 |
Alerian MLP ETF
AMLP
|
$2.98M |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
$2.12M |
| 5 |
ProShares Short S&P500
SH
|
$1.49M |
Sector Composition
| 1 | Technology | 7.6% |
| 2 | Consumer Staples | 4.61% |
| 3 | Healthcare | 4.15% |
| 4 | Financials | 3.81% |
| 5 | Consumer Discretionary | 2.22% |
