CRI
Colonial River Investments Portfolio holdings
AUM
$232M
This Quarter Return
-5.41%
1 Year Return
+29.94%
3 Year Return
+90.28%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(-6%)
Cap. Flow
+$2.12M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
27.08%
Holding
198
New
11
Increased
65
Reduced
91
Closed
27
Top Buys
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.18M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$1.67M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.09M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.01M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$999K |
Top Sells
Sector Composition
| 1 | Technology | 8.97% |
| 2 | Financials | 5.16% |
| 3 | Healthcare | 4.88% |
| 4 | Consumer Discretionary | 4.83% |
| 5 | Consumer Staples | 4.27% |
