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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
$5.22B
AUM Growth
+$185M
(+3.7%)
Holding
850
Top Buys
| 1 | +$20.7M | |
| 2 | +$19.2M | |
| 3 | +$19.1M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$16.4M |
| 5 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$12.4M |
Top Sells
| 1 | +$3.74M | |
| 2 | +$3.61M | |
| 3 | +$3.56M | |
| 4 |
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$3.45M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$3.34M |
Sector Composition
| 1 | Financials | 11.78% |
| 2 | Technology | 11.09% |
| 3 | Healthcare | 6.15% |
| 4 | Industrials | 4.63% |
| 5 | Consumer Discretionary | 4.5% |