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CFG
CKW Financial Group Portfolio holdings
AUM
$917M
1-Year Est. Return
18.41%
This Fund
S&P 500
1 Year Est. Return
+18.41%
AUM
$917M
AUM Growth
-$5.22M
(-0.57%)
Holding
188
Top Buys
| 1 | +$5.09M | |
| 2 | +$797K | |
| 3 | +$602K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$540K |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$317K |
Top Sells
| 1 | +$2.42M | |
| 2 | +$1.94M | |
| 3 | +$647K | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$463K |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$351K |
Sector Composition
| 1 | Consumer Discretionary | 4.51% |
| 2 | Technology | 2.07% |
| 3 | Financials | 0.81% |
| 4 | Industrials | 0.75% |
| 5 | Consumer Staples | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Star Bulk Carriers
SBLK
$3.03B
| – | – |
-19
|
|
||
177
Global X SuperDividend ETF
SDIV
$1.24B
| – | – |
-1,000
|
|
||
178
Snap
SNAP
$8.83B
| $0 | ﹤0.01% |
20
-500
|
|
||
179
Sarepta Therapeutics
SRPT
$1.58B
| – | – |
-300
|
|
||
180
TripAdvisor
TRIP
$1.39B
| $0 | ﹤0.01% |
25
|
|
||
181
Trade Desk
TTD
$8.89B
| $0 | ﹤0.01% |
20
|
|
||
182
United Parcel Service
UPS
$92.4B
| $0 | ﹤0.01% |
5
|
|
||
183
Vanguard FTSE Developed Markets ETF
VEA
$229B
| – | – |
-142
|
|
||
184
Vista Gold
VGZ
$321M
| $0 | ﹤0.01% |
25
|
|
||
185
Vanguard Real Estate ETF
VNQ
$37.8B
| – | – |
-300
|
|
||
186
Vanguard Total Stock Market ETF
VTI
$646B
| – | – |
-31
|
|
||
187
Zimmer Biomet
ZBH
$16.9B
| $0 | ﹤0.01% |
5
|
|
||
188
Zoom
ZM
$27.1B
| – | – |
-100
|
|