CIM
Coleford Investment Management Portfolio holdings
AUM
$408M
1-Year Est. Return
25.62%
This Fund
S&P 500
1 Year Est. Return
+25.62%
AUM
$408M
AUM Growth
-$3.25M
(-0.79%)
Holding
26
Top Buys
| 1 | +$7.99M | |
| 2 | +$5.77M | |
| 3 | +$5.75M | |
| 4 |
Eaton
ETN
|
+$5.71M |
| 5 |
Costco
COST
|
+$5.44M |
Top Sells
| 1 | +$9.13M | |
| 2 | +$4.96M | |
| 3 | +$4.95M | |
| 4 |
Diageo
DEO
|
+$2.77M |
Sector Composition
| 1 | Financials | 34.76% |
| 2 | Technology | 16.84% |
| 3 | Consumer Staples | 13.86% |
| 4 | Healthcare | 9.34% |
| 5 | Communication Services | 7.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Diageo
DEO
$46.4B
| – | – |
-32,107
|
|