CFG
CKW Financial Group Portfolio holdings
AUM
$869M
This Quarter Return
+0.53%
1 Year Return
+14.33%
3 Year Return
+55.46%
5 Year Return
+85.26%
10 Year Return
+148.91%
AUM
$267M
AUM Growth
+$267M
(-3.2%)
Cap. Flow
-$5.78M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
94.36%
Holding
169
New
5
Increased
23
Reduced
15
Closed
8
Top Buys
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$8.23M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$7.77M |
| 3 |
iShares Europe ETF
IEV
|
$6.44M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$6.09M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.34M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 5.16% |
| 2 | Financials | 1.4% |
| 3 | Communication Services | 0.53% |
| 4 | Technology | 0.52% |
| 5 | Industrials | 0.29% |
