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Colter Lewis Investment Partners Portfolio holdings
AUM
$106M
This Fund
S&P 500
This Quarter
Est. Return
+2.71%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$86.5M
AUM Growth
–
Cap. Flow
+$85.8M
Cap. Flow
% of AUM
99.23%
Top 10 Holdings %
Top 10 Hldgs %
45.69%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
American Express
AXP
|
+$8.58M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$7.01M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.1M |
| 4 |
JPMorgan Income ETF
JPIE
|
+$3.86M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 15.36% |
| 2 | Technology | 6.51% |
| 3 | Consumer Staples | 3.61% |
| 4 | Consumer Discretionary | 2.84% |
| 5 | Energy | 1.75% |
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