CRI
Colonial River Investments Portfolio holdings
AUM
$271M
1-Year Est. Return
39.65%
1 Year Est. Return
+39.65%
AUM
$271M
AUM Growth
+$38.8M
(+17%)
Holding
256
Top Buys
| 1 | +$2.32M | |
| 2 | +$2.08M | |
| 3 | +$1.7M | |
| 4 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$1.63M |
| 5 |
Roblox
RBLX
|
+$1.28M |
Top Sells
| 1 | +$1.11M | |
| 2 | +$1.07M | |
| 3 | +$887K | |
| 4 |
Cardinal Health
CAH
|
+$791K |
| 5 |
TSMC
TSM
|
+$744K |
Sector Composition
| 1 | Technology | 23.25% |
| 2 | Communication Services | 10.87% |
| 3 | Consumer Discretionary | 6.33% |
| 4 | Financials | 5.86% |
| 5 | Industrials | 4.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Mercado Libre
MELI
$105B
| – | – |
-159
|
|
||
252
iShares MSCI USA Momentum Factor ETF
MTUM
$20.4B
| – | – |
-1,169
|
|
||
253
Cloudflare
NET
$70.1B
| – | – |
-3,099
|
|
||
254
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.23B
| – | – |
-10,000
|
|
||
255
Novo Nordisk
NVO
$219B
| – | – |
-3,435
|
|
||
256
Verisk Analytics
VRSK
$31.4B
| – | – |
-699
|
|