CRIG

Charter Research & Investment Group Portfolio holdings

AUM $134M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$557K
2 +$143K
3 +$125K

Top Sells

1 +$737K
2 +$655K
3 +$239K
4
CSX icon
CSX Corp
CSX
+$232K
5
MMM icon
3M
MMM
+$209K

Sector Composition

1 Technology 20.24%
2 Consumer Staples 14.7%
3 Communication Services 13.91%
4 Healthcare 13.55%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,495
77
-2,974
78
-1,800