Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | American Centy ETF TR(AVUS) | 506,461 | $64.9M | 24.44% |
| 2 | American Centy ETF TR(AVUV) | 288,366 | $36.0M | 13.56% |
| 3 | American Centy ETF TR(AVDE) | 200,299 | $17.9M | 6.73% |
| 4 | ETF Opportunities Trust(HECA) | 465,102 | $12.7M | 4.78% |
| 5 | American Centy ETF TR(AVMV) | 136,540 | $11.0M | 4.14% |
| 6 |
Latest filing, equity positions only
| American Centy ETF TR(AVDV) |
| 97,070 |
| $10.0M |
| 3.77% |
| 7 | American Centy ETF TR(AVEM) | 102,989 | $9.9M | 3.74% |
| 8 | Vanguard World FD(VGT) | 63,118 | $7.5M | 2.84% |
| 9 | Invesco Exch Traded FD TR II(SPMO) | 45,920 | $7.4M | 2.80% |
| 10 | Apple Inc(AAPL) | 23,547 | $6.8M | 2.57% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 84.68% | 85% | +0.32% |
| Energy | 0.63% | 0.31% | -0.32% |
| Consumer Defensive | 1.23% | 1.23% | 0% |
| Financial Services | 1.82% | 1.82% | 0% |
| Healthcare | 0.75% | 0.75% | 0% |
| Industrials | 0.54% | 0.54% | 0% |
| Real Estate | 0.33% | 0.33% | 0% |
| Technology | 6.88% | 6.88% | 0% |
| Communication Services | 1.9% | 1.9% | 0% |
| Utilities | 0.26% | 0.26% | 0% |
| Consumer Cyclical | 0.98% | 0.98% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 84.68% | 85% | +0.32% |
| Mega Cap | 11.03% | 10.71% | -0.32% |
| Large Cap | 3.35% | 3.35% | 0% |
| Mid Cap | 0.53% | 0.53% | 0% |
| Small Cap | 0.41% | 0.41% | 0% |
Quarter-over-quarter position changes