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CRI

Colonial River Investments Portfolio holdings

AUM $279M
1-Year Est. Return 35.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$5.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.43M
3
+$2.13M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.98M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.02M

Top Sells

1
+$4.29M
2
+$2.26M
3
+$2.06M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$1.64M
5
HDV
iShares Core High Dividend ETF
HDV
+$1.12M

Sector Composition

1 Technology 21.08%
2 Financials 9.36%
3 Consumer Discretionary 8.28%
4 Communication Services 6.68%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$164K 0.08%
10,017
-324
202
$158K 0.08%
+10,885
203
$98.2K 0.05%
15,090
204
$68.2K 0.03%
+10,094
205
$23.6K 0.01%
12,044
-13,988
206
– –
-30,190
207
– –
-8,212
208
– –
-6,490
209
– –
-1,834
210
– –
-4,334
211
– –
-1,486
212
– –
-3,577
213
– –
-19,445
214
– –
-8,360
215
– –
-5,435
216
– –
-47,690
217
– –
-440
218
– –
-20,199
219
– –
-3,501
220
– –
-5,125
221
– –
-7,408
222
– –
-5,483
223
– –
-6,165
224
– –
-6,901
225
– –
-1,239
6 7 8
9
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