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CRI

Colonial River Investments Portfolio holdings

AUM $279M
1-Year Est. Return 35.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$5.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.43M
3
+$2.13M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.98M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.02M

Top Sells

1
+$4.29M
2
+$2.26M
3
+$2.06M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$1.64M
5
HDV
iShares Core High Dividend ETF
HDV
+$1.12M

Sector Composition

1 Technology 21.08%
2 Financials 9.36%
3 Consumer Discretionary 8.28%
4 Communication Services 6.68%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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228
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229
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-13,415
230
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-4,264
231
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-2,886
232
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-2,520
233
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-424
234
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-927
235
– –
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236
– –
-5,712
237
– –
-3,108
6 7 8 9
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