RA

Roof Advisory Group, Inc.

13F
Roof Advisory Group, Inc.
Last update 2019-08-08 31 Stocks (1 new)
Value $172.00 Mil Turnover 13 %
Countries:
Top Holdings: SPY(17.56%)SCHG(14.71%)VCSH(6.51%)CII(5.53%)JPM(4.41%)
Summary Stock Picks Current Portfolio
Roof Advisory Group, Inc. Top Holdings of 2019-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
S&P 500 ETF TRUST ETF
103,060
30,196.0
+0.59%
17.560
+0.10%
0.010
+17.14%
+7.04%
641,384.0
 
SCHG
Schwab U.S. Large-Cap Growth ETF
607,930
25,292.0
+89.28%
14.710
+6.94%
0.140
+20.60%
+5.52%
44,469.7
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
138,688
11,189.0
+5.05%
6.510
+0.31%
0.030
+2.54%
+3.54%
34,907.7
 
CII
Blackrock Enhanced Cap&Inc Fund, Inc
Blackrock Enhanced Cap&Inc Fund, Inc
601,702
9,506.0
+1.39%
5.530
+0.08%
1.360
+21.56%
+10.60%
893.5
Asset Management
JPM
JPMorgan Chase & Co
67,774
7,577.0
-1.29%
4.410
-0.06%
0.000
+22.03%
+21.61%
797,211.0
Banks
CTSH
Cognizant Technology Solutions Corp
101,767
6,450.0
+27.84%
3.750
+0.82%
0.020
+7.81%
-1.29%
37,148.1
Software
QDF
FlexShares Quality Dividend Index Fund
FlexShares Quality Dividend Index Fund
129,656
5,816.0
+2.02%
3.380
+0.07%
0.440
+16.53%
+5.94%
1,879.6
 
AAPL
Apple Inc
117,488
5,813.0
-3.30%
3.380
-0.12%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
64,728
5,655.0
-1.49%
3.290
-0.05%
0.020
+12.21%
+7.13%
58,513.1
 
BAC
Bank of America Corp
194,173
5,631.0
+1.11%
3.270
+0.04%
0.000
+30.75%
+7.63%
351,964.6
Banks

Roof Advisory Group, Inc.'s Historical Top Holdings Breakdowns

Roof Advisory Group, Inc. Total Holding History ($B)

To

Roof Advisory Group, Inc.'s Asset Allocation

To

Roof Advisory Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Roof Advisory Group, Inc.'s Hypothetical Growth since 2019-06-30

Roof Advisory Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Roof Advisory Group, Inc.'s Holdings Heat Map

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Roof Advisory Group, Inc.'s Holdings Bubble Chart

Roof Advisory Group, Inc. News

  • 1

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