Carroll Financial Associates Inc

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Assets, Funds, Holdings

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Carroll Financial Associates Inc
CRD #105427
SEC #801-15517
CIK #
AUM $2.5 BB (88% Disc, 100% US)
Employees46 (83% Investors, 85% Brokers)
Phone704-553-8006
Address4201 Congress Street, Ste 210
Charlotte, NC 28209
Source IAPDexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
USMV 98.4
KLDW 64.3
DGRW 44.6
DBEF 22.4
MTUM 19.4
XOM 337,850.0 17.9
MSFT 865,660.0 17.8
AAPL 843,560.0 17.6
VIG 14.5
SPY 14.5
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Holdings by Sector ($BB)
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