CRI
Colonial River Investments Portfolio holdings
AUM
$281M
1-Year Est. Return
34.27%
This Fund
S&P 500
1 Year Est. Return
+34.27%
AUM
$281M
AUM Growth
+$9.43M
(+3.5%)
Holding
253
Top Buys
| 1 | +$4.12M | |
| 2 | +$2.55M | |
| 3 | +$1.5M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.36M |
| 5 |
NVIDIA
NVDA
|
+$1.31M |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.12M | |
| 3 | +$553K | |
| 4 |
Robinhood
HOOD
|
+$531K |
| 5 |
TLN
Talen Energy Corp
TLN
|
+$498K |
Sector Composition
| 1 | Technology | 25.15% |
| 2 | Communication Services | 9.27% |
| 3 | Consumer Discretionary | 6.61% |
| 4 | Financials | 5.94% |
| 5 | Healthcare | 4.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
| – | – |
-1,798
|
|
||
252
State Street Health Care Select Sector SPDR ETF
XLV
$42.5B
| – | – |
-1,998
|
|
||
253
Invesco S&P MidCap Quality ETF
XMHQ
$5.37B
| – | – |
-3,379
|
|