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
$207M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$93.1K
2 +$27.2K
3 +$6.78K
4
VV icon
Vanguard Large-Cap ETF
VV
+$5.34K

Sector Composition

1 Technology 1.57%
2 Consumer Discretionary 0.92%
3 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$55K 0.03%
247
-24
27
$48K 0.02%
603