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CMA-Edge - New Portfolio

Carter Crock

CMA-Edge
Individual Investor
Ranked #52,576 out of 769,632 TipRanks' Investors
Success Rate
78%
36 out of 46
profitable transactions
Average Return
34.21%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
23.40% MSFT
14.79% GOOGL
9.80% COWG
8.65% XLV
7.42% NVDA
35.94% Others
By Assets
57.34% Stocks
35.71% ETFs
6.95% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
38.38% General
35.86% Technology
14.79% Communication Services
6.50% Financial
3.67% Healthcare
0.81% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
4ty5t8pjdyy
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4ty5t8pjdyy
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premium
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premium
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premium
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CROX
Crocs
$106.08
$4.27
(4.19%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.18B
12.15%
DAL
Delta Air Lines
$63.34
$0
(0%)
premium
17 Buy
0 Hold
0 Sell
Strong Buy
premium
$40.87B
75.46%
SPHQ
SPHQ
< ETF >
Invesco S&P 500 Quality ETF
$68.34
$0.39
(0.57%)
premium
796 Buy
556 Hold
79 Sell
Moderate Buy
premium
$11.87B
30.87%
CALF
CALF
< ETF >
Pacer US Small Cap Cash Cows 100 ETF
$47.79
$0.75
(1.59%)
premium
189 Buy
188 Hold
34 Sell
Hold
premium
$8.89B
10.73%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$144.16
$0.13
(0.09%)
premium
537 Buy
319 Hold
32 Sell
Moderate Buy
premium
$38.75B
9.94%
COWZ
COWZ
< ETF >
Pacer US Cash Cows 100 ETF
$60.78
$0.82
(1.37%)
premium
544 Buy
519 Hold
74 Sell
Moderate Buy
premium
$26.10B
21.68%
COWG
COWG
< ETF >
Pacer US Large Cap Cash Cows Growth Leaders ETF
$33.66
$0.61
(1.85%)
premium
1K Buy
517 Hold
61 Sell
Moderate Buy
premium
$399.32M
48.48%
AMP
Ameriprise Financial
$572.07
$1.86
(0.33%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$55.50B
62.79%
GOOGL
Alphabet Class A
$164.76
$2.87
(1.71%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.03T
20.54%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
10.48%
COR
Cencora
$245.02
$0.67
(0.27%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$48.28B
21.72%
IJK
IJK
< ETF >
iShares S&P Mid-Cap 400 Growth ETF
$97.93
$1.68
(1.75%)
premium
1K Buy
805 Hold
97 Sell
Moderate Buy
premium
$9.63B
32.23%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.48T
197.12%
ASML
ASML Holding
$672.88
$0.72
(0.11%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$263.18B
-2.65%