CGFA
Colton Groome Financial Advisors Portfolio holdings
AUM
$295M
This Quarter Return
+8.73%
1 Year Return
+14.1%
3 Year Return
+49.2%
5 Year Return
+79.56%
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(+15%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
6%
Top 10 Holdings %
Top 10 Hldgs %
51.98%
Holding
144
New
21
Increased
56
Reduced
32
Closed
9
Top Buys
| 1 |
iShares MSCI Canada ETF
EWC
|
$2.46M |
| 2 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$2.17M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.78M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.72M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$1.46M |
Top Sells
Sector Composition
| 1 | Technology | 7.49% |
| 2 | Financials | 3.99% |
| 3 | Healthcare | 1.78% |
| 4 | Consumer Discretionary | 1.27% |
| 5 | Consumer Staples | 1.09% |
