CFG

CKW Financial Group Portfolio holdings

AUM $869M
1-Year Est. Return 14.33%
This Quarter Est. Return
1 Year Est. Return
+14.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Sells

1 +$4.8M
2 +$1.03M
3 +$240K
4
AAPL icon
Apple
AAPL
+$194K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$185K

Sector Composition

1 Consumer Discretionary 6.8%
2 Technology 2.05%
3 Financials 0.91%
4 Industrials 0.79%
5 Communication Services 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
0
227
$0 ﹤0.01%
6
-6
228
-200
229
0
230
$0 ﹤0.01%
1
231
$0 ﹤0.01%
71
232
-100
233
$0 ﹤0.01%
25
234
$0 ﹤0.01%
7
235
$0 ﹤0.01%
1
236
-200