CRI

Colonial River Investments Portfolio holdings

AUM $281M
1-Year Est. Return 34.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.75M
3
+$1.15M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.06M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.04M

Top Sells

1
+$654K
2
+$595K
3
+$573K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$547K
5
PDN icon
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
+$543K

Sector Composition

1 Technology 8.97%
2 Financials 5.16%
3 Healthcare 4.88%
4 Consumer Discretionary 4.83%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
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