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
$324M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 4.37%
2 Financials 1.6%
3 Real Estate 1.46%
4 Communication Services 0.51%
5 Technology 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
4
177
-3,073
178
$0 ﹤0.01%
225
179
-1,996