CG
Colony Group Portfolio holdings
AUM
$6.66B
1-Year Est. Return
18.65%
This Fund
S&P 500
1 Year Est. Return
+18.65%
AUM
$932M
AUM Growth
+$32.5M
(+3.6%)
Holding
307
Top Buys
| 1 | +$27.4M | |
| 2 | +$11M | |
| 3 | +$9.72M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$7.05M |
| 5 |
iShares US Medical Devices ETF
IHI
|
+$6.48M |
Top Sells
| 1 | +$33.3M | |
| 2 | +$31.2M | |
| 3 | +$9.24M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$8.99M |
| 5 |
AT&T
T
|
+$7.94M |
Sector Composition
| 1 | Financials | 13.37% |
| 2 | Technology | 13.24% |
| 3 | Healthcare | 7.65% |
| 4 | Consumer Discretionary | 7.25% |
| 5 | Industrials | 6.76% |