Callan Capital, LLC
CIK Number: 0001542166
1.35B
Market Value
339
# of Holdings
10 months
Avg. Holding Period
35.75%
Win Rate
22.52%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab U.S. Bro... | 21.82 | +1.56% | 5.96M | +194.22% | 135.37M | 12.82 | 9.90% |
| 2 | META | Meta Platforms,... | 597.02 | +4.34% | 226.27K | +0.06% | 132.48M | 566.9 | 9.69% |
| 3 | FNDX | Schwab Fundamen... | 23.19 | +1.40% | 3.72M | +205.30% | 88.11M | 18.33 | 6.44% |
| 4 | SCHF | Schwab Internat... | 20.86 | +1.88% | 3.91M | +97.96% | 72.27M | 15.45 | 5.29% |
| 5 | FNDF | Schwab Fundamen... | 37.67 | +1.57% | 1.85M | -1.06% | 61.31M | 27.75 | 4.48% |
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