We are live on ! Find out more
CRFG

Columbia River Financial Group Portfolio holdings

AUM $172M
1-Year Est. Return 13.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$346K
3
+$308K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$259K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$235K

Top Sells

1
+$373K
2
+$358K
3
+$285K
4
VB icon
Vanguard Small-Cap ETF
VB
+$276K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$179K

Sector Composition

1 Technology 1.57%
2 Consumer Discretionary 1.41%
3 Industrials 0.89%
4 Energy 0.42%
5 Utilities 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.74%
23,355
+617
27
$1.07M 0.66%
7,603
+45
28
$1.04M 0.64%
12,377
29
$1.04M 0.64%
27,472
-450
30
$960K 0.59%
6,768
-973
31
$950K 0.59%
18,880
+2,910
32
$771K 0.48%
16,620
-384
33
$687K 0.42%
5,816
-31
34
$671K 0.41%
20,305
+243
35
$663K 0.41%
6,185
+26
36
$575K 0.35%
918
37
$526K 0.32%
1,954
-29
38
$516K 0.32%
7,720
39
$507K 0.31%
9,175
-905
40
$450K 0.28%
8,240
+615
41
$398K 0.25%
13,695
-2,083
42
$384K 0.24%
6,266
43
$371K 0.23%
9,730
44
$353K 0.22%
7,892
45
$326K 0.2%
2,316
46
$313K 0.19%
3,141
47
$295K 0.18%
6,295
48
$283K 0.17%
3,162
+2
49
$283K 0.17%
413
50
$262K 0.16%
5,925
1
2
3