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
$869M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$425K
2 +$309K
3 +$179K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$167K
5
MATX icon
Matsons
MATX
+$136K

Top Sells

1 +$2.15M
2 +$1.5M
3 +$361K
4
SPG icon
Simon Property Group
SPG
+$279K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$217K

Sector Composition

1 Consumer Discretionary 5.6%
2 Technology 2.17%
3 Financials 0.83%
4 Industrials 0.56%
5 Communication Services 0.44%