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
$271M
AUM Growth
+$38.8M
(+17%)
Holding
256
Top Buys
| 1 | +$2.17M | |
| 2 | +$1.89M | |
| 3 | +$1.6M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.22M |
| 5 |
Western Digital
WDC
|
+$1.15M |
Top Sells
| 1 | +$1.1M | |
| 2 | +$864K | |
| 3 | +$855K | |
| 4 |
Cardinal Health
CAH
|
+$791K |
| 5 |
Visa
V
|
+$655K |
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
Realty Income
O
$58B
| – | – |
-3,652
|
|
||
252
Recursion Pharmaceuticals
RXRX
$1.64B
| – | – |
-10,094
|
|
||
253
Shopify
SHOP
$154B
| – | – |
-5,666
|
|
||
254
Sherwin-Williams
SHW
$78.7B
| – | – |
-655
|
|
||
255
Tenet Healthcare
THC
$16.4B
| – | – |
-3,613
|
|
||
256
Verisk Analytics
VRSK
$25.5B
| – | – |
-699
|
|