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CRI

Colonial River Investments Portfolio holdings

AUM $352M
1-Year Est. Return 47.96%
This Fund
S&P 500
This Quarter Est. Return
-2.34%
1 Year Est. Return
+47.96%
3 Year Est. Return
+144.47%
5 Year Est. Return
+157.69%
10 Year Est. Return
AUM
$173M
AUM Growth
-$12.6M
Cap. Flow
-$6.79M
Cap. Flow %
-3.92%
Top 10 Hldgs %
23.57%
Holding
238
New
27
Increased
68
Reduced
109
Closed
29

Sector Composition

Rank Sector Weight
1 Technology 12.32%
2 Consumer Discretionary 5.6%
3 Financials 5.08%
4 Consumer Staples 4.41%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$4.54T
$8.61M 4.97%
49,292
-7,747
-14% -$1.3M
XLE icon
2
State Street Energy Select Sector SPDR ETF
XLE
$39B
$3.85M 2.22%
100,664
-53,640
-35% -$1.86M
SPSM icon
3
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$3.83M 2.21%
91,103
-5,005
-5% -$211K
SPLV icon
4
Invesco S&P 500 Low Volatility ETF
SPLV
$7.21B
$3.75M 2.17%
55,957
+6,202
+12% +$404K
D icon
5
Dominion Energy
D
$60.8B
$3.72M 2.15%
43,801
-1,361
-3% -$109K
SPYM
6
State Street SPDR Portfolio S&P 500 ETF
SPYM
$162B
$3.58M 2.07%
+67,318
New +$3.52M
SPTM icon
7
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$3.5M 2.02%
62,919
+25,986
+70% +$1.42M
MSFT icon
8
Microsoft
MSFT
$3.45T
$3.43M 1.98%
11,125
-1,507
-12% -$453K
SHV icon
9
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$3.37M 1.95%
+30,572
New +$3.37M
QQQM icon
10
Invesco NASDAQ 100 ETF
QQQM
$97.2B
$3.16M 1.83%
21,231
+2,619
+14% +$383K
BIL icon
11
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47B
$3.13M 1.81%
+34,253
New +$3.13M
QQQ icon
12
Invesco QQQ Trust
QQQ
$461B
$3.12M 1.8%
8,595
-5,303
-38% -$1.88M
XLK icon
13
State Street Technology Select Sector SPDR ETF
XLK
$115B
$2.72M 1.57%
34,190
-10,446
-23% -$820K
NVDA icon
14
NVIDIA
NVDA
$4.86T
$2.64M 1.53%
96,810
-15,980
-14% -$401K
AMZN icon
15
Amazon
AMZN
$2.92T
$2.57M 1.48%
15,760
-1,180
-7% -$182K
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$4.36T
$2.56M 1.48%
18,440
-2,040
-10% -$277K
SPDW icon
17
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$2.42M 1.4%
70,541
+12,478
+21% +$433K
VTI icon
18
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$2.15M 1.24%
9,448
-1,360
-13% -$306K
IJR icon
19
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.15M 1.24%
19,890
+12,701
+177% +$1.37M
TSLA icon
20
Tesla
TSLA
$1.23T
$1.98M 1.14%
5,508
+432
+9% +$135K
XMHQ icon
21
Invesco S&P MidCap Quality ETF
XMHQ
$5.47B
$1.96M 1.13%
25,983
+10,327
+66% +$788K
XLV icon
22
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$1.93M 1.12%
14,114
+5,116
+57% +$677K
JNJ icon
23
Johnson & Johnson
JNJ
$618B
$1.92M 1.11%
10,850
+272
+3% +$46.3K
XOM icon
24
ExxonMobil
XOM
$644B
$1.82M 1.05%
22,049
+1,182
+6% +$91.9K
SPYV icon
25
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$1.76M 1.02%
42,198
-28,490
-40% -$1.18M

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Colonial River Investments's Q1 2022 Portfolio in Review

As of Q1 2022, Colonial River Investments held 238 positions worth $173M, down 6.8% from $186M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Colonial River Investments withdrew a net $6.79M in Q1 2022, closing 29 positions and reducing 109 holdings. Its most notable exit was iShares ESG Aware 1-5 Year USD Corporate Bond ETF, an estimated $1.35M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Colonial River Investments opened a new position in State Street SPDR Portfolio S&P 500 ETF worth $3.58M.

  • Colonial River Investments's largest Q1 2022 buy was State Street SPDR Portfolio S&P 500 ETF: 67,318 shares worth $3.58M.
  • Colonial River Investments added most to State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022, an estimated $1.42M increase.
  • Colonial River Investments's biggest Q1 2022 reduction was Invesco QQQ Trust, cutting an estimated $1.88M.
  • Colonial River Investments fully exited iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022, selling an estimated $1.35M.
  • Colonial River Investments's ten largest holdings make up 24% of its $173M portfolio in Q1 2022.
  • Colonial River Investments opened 27 new positions and closed 29 in Q1 2022.
  • Colonial River Investments's portfolio value fell 6.8% quarter-over-quarter to $173M.

Based on Colonial River Investments's 13F filing for Q1 2022, filed 15 Apr 2022.