CFO

Colony Family Offices Portfolio holdings

AUM $386M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.84%
2 Consumer Discretionary 2.63%
3 Financials 0.94%
4 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$70K 0.07%
+396
27
$53K 0.05%
+732
28
$1K ﹤0.01%
+50