StockDriftsStockDriftsTop 50 Center For Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.31% | 21.2K | $12.7M | +16.90%(+3.07K) | $548.30(+21.34%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 4.28% | 85.7K | $8.6M | +0.85%(+721) | $99.73(+0.73%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.88% | 162.4K | $7.8M | +8.49%(+12.71K) | $49.73(-3.70%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.66% | 20.1K | $7.4M | -3.17%(-657) | $47.42(+79.62%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.06% | 68.1K | $6.2M | +12.92%(+7.80K) | $78.89(+20.97%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.01% | 264.4K | $6.1M | +5.26%(+13.21K) | $25.08(-9.39%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 2.67% | 37.1K | $5.4M | -1.75%(-660) | $98.24(+55.47%) | 2026-03-31 | |
| USIG | ISHARES TR | 2.6% | 102.2K | $5.2M | +6.66%(+6.38K) | $51.79(-1.31%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.3% | 12.5K | $4.6M | +29.15%(+2.82K) | $348.96(+17.89%) | 2026-03-31 | |
| IEI | ISHARES TR | 2.12% | 36.1K | $4.3M | +12.97%(+4.14K) | $117.31(+0.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.10% | +26.34% |
| Top 20 Holdings Unweighted | +9.43% | +31.05% |
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