CRI
Colonial River Investments Portfolio holdings
AUM
$232M
1-Year Return
29.94%
This Quarter Return
+11.46%
1 Year Return
+29.94%
3 Year Return
+90.28%
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
+$8.81M
(+5.2%)
Cap. Flow
-$4.2M
Cap. Flow
% of AUM
-2.37%
Top 10 Holdings %
Top 10 Hldgs %
32.53%
Holding
221
New
20
Increased
56
Reduced
83
Closed
51
Top Buys
| 1 |
Apple
AAPL
|
$3.59M |
| 2 |
Amazon
AMZN
|
$3.01M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.92M |
| 4 |
iShares International Select Dividend ETF
IDV
|
$2.5M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.43M |
Top Sells
Sector Composition
| 1 | Technology | 22.82% |
| 2 | Communication Services | 8.01% |
| 3 | Consumer Discretionary | 6.8% |
| 4 | Healthcare | 6.78% |
| 5 | Consumer Staples | 5.99% |
