Calton & Associates, Inc.
CIK Number: 0000822648
226.26M
Market Value
188
# of Holdings
11 months
Avg. Holding Period
24.19%
Win Rate
-3.53%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Tru... | 466.18 | +12.05% | 24.99K | -13.51% | 12.78M | 399.97 | 5.65% |
| 2 | AAPL | Apple Inc. | 199.00 | +15.42% | 42.49K | -18.48% | 10.64M | 158.92 | 4.70% |
| 3 | SPY | SPDR S&P 500 ET... | 544.51 | +9.67% | 16.48K | -23.46% | 9.66M | 441.15 | 4.27% |
| 4 | VUG | Vanguard Growth... | 368.63 | +11.88% | 18.12K | +54.93% | 7.44M | 338.89 | 3.29% |
| 5 | FLRN | SPDR Bloomberg ... | 30.57 | +0.71% | 221.07K | +24.08% | 6.79M | 30.62 | 3.00% |
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