Carlson Capital Management
CIK Number: 0001581298
2.36B
Market Value
102
# of Holdings
22 months
Avg. Holding Period
70.91%
Win Rate
35.93%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Scotts... | 78.07 | +0.37% | 2.84M | +3.30% | 225.40M | 81.35 | 9.57% | |
| 2 | Vanguard Bd Ind... | 77.25 | +0.35% | 2.07M | +8.43% | 163.27M | 77.87 | 6.93% | |
| 3 | Dimensional Etf... | 53.84 | +1.57% | 3.90M | +2.23% | 107.92M | 22.48 | 4.58% | |
| 4 | Pacer Fds Tr | 57.91 | +0.91% | 1.73M | +5.77% | 100.15M | 47.62 | 4.25% | |
| 5 | American Centy ... | 99.02 | +1.72% | 775.13K | +8.90% | 74.37M | 77.7 | 3.16% |
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