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CRI
Colonial River Investments Portfolio holdings
AUM
$279M
1-Year Est. Return
35.81%
This Fund
S&P 500
1 Year Est. Return
+35.81%
AUM
$173M
AUM Growth
-$12.6M
(-6.8%)
Holding
238
Top Buys
| 1 | +$3.52M | |
| 2 | +$3.37M | |
| 3 | +$3.13M | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$1.42M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.37M |
Top Sells
| 1 | +$1.88M | |
| 2 | +$1.86M | |
| 3 | +$1.78M | |
| 4 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
+$1.35M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$1.32M |
Sector Composition
| 1 | Technology | 12.32% |
| 2 | Consumer Discretionary | 5.6% |
| 3 | Financials | 5.08% |
| 4 | Consumer Staples | 4.41% |
| 5 | Communication Services | 4.14% |