CGFA
Colton Groome Financial Advisors Portfolio holdings
AUM
$295M
This Quarter Return
+11.84%
1 Year Return
+14.1%
3 Year Return
+49.2%
5 Year Return
+79.56%
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+8.9%)
Cap. Flow
-$652K
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
52.16%
Holding
65
New
10
Increased
18
Reduced
31
Closed
4
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$10.7M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$8.16M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$5.71M |
| 4 |
iShares Select Dividend ETF
DVY
|
$4.28M |
| 5 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
$3.31M |
Top Sells
Sector Composition
| 1 | Financials | 0.27% |
| 2 | Technology | 0.16% |
