CRI
Colonial River Investments Portfolio holdings
AUM
$232M
1-Year Return
29.94%
This Quarter Return
+14.49%
1 Year Return
+29.94%
3 Year Return
+90.28%
5 Year Return
–
10 Year Return
–
AUM
$221K
AUM Growth
–
Cap. Flow
+$221K
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.41%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Accenture
ACN
|
$99.7K |
| 2 |
Apple
AAPL
|
$7.12K |
| 3 |
Invesco QQQ Trust
QQQ
|
$6.35K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$3.21K |
| 5 |
Invesco Zacks Mid-Cap ETF
CZA
|
$3.11K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 51.82% |
| 2 | Communication Services | 4.29% |
| 3 | Consumer Discretionary | 3.59% |
| 4 | Industrials | 3.26% |
| 5 | Consumer Staples | 2.19% |
