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Home > Institutional Investor > Cfg Asset Management Llc > Profile

Instuitional Investor - Cfg Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Cfg Asset Management Llc
Portfolio Value $1,047,329,519
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf
 322,753 $74,566,848 7.11%
2.
Schwab Strategic Trust
 FNDF 703,992 $38,695,025 3.69%
3.
Vanguard Intl Equity Index Funds
 VWO 634,635 $34,348,613 3.27%
4.
Spdr S & P 500 Etf Trust
 SPY 69,925 $33,236,052 3.17%
5.
Ishares 1-3 Yr Credit Bond Etf
 582,777 $29,881,893 2.85%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)