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
$221M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.53M
2 +$5.55M
3 +$5.18M
4
AAPL icon
Apple
AAPL
+$3.74M
5
TSLA icon
Tesla
TSLA
+$3.4M

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 3.84%
3 Consumer Staples 1.75%
4 Financials 1.68%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,496