CGFA
Colton Groome Financial Advisors Portfolio holdings
AUM
$295M
This Quarter Return
-4.61%
1 Year Return
+14.1%
3 Year Return
+49.2%
5 Year Return
+79.56%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(-12%)
Cap. Flow
-$14.1M
Cap. Flow
% of AUM
-6.52%
Top 10 Holdings %
Top 10 Hldgs %
45.82%
Holding
140
New
31
Increased
36
Reduced
36
Closed
32
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$6.66M |
| 2 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$6.57M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.1M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$3.2M |
| 5 |
iShares International Select Dividend ETF
IDV
|
$3.19M |
Top Sells
Sector Composition
| 1 | Technology | 1.18% |
| 2 | Financials | 0.87% |
| 3 | Healthcare | 0.8% |
| 4 | Consumer Discretionary | 0.56% |
| 5 | Communication Services | 0.46% |
