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CRFG
Columbia River Financial Group Portfolio holdings
AUM
$172M
1-Year Est. Return
13.74%
This Fund
S&P 500
1 Year Est. Return
+13.74%
AUM
$172M
AUM Growth
+$9.32M
(+5.7%)
Holding
59
Top Buys
| 1 | +$865K | |
| 2 | +$796K | |
| 3 | +$759K | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$658K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$580K |
Top Sells
| 1 | +$245K | |
| 2 | +$52.4K | |
| 3 | +$43.7K | |
| 4 |
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
|
+$30.7K |
| 5 |
Microsoft
MSFT
|
+$21.8K |
Sector Composition
| 1 | Technology | 1.28% |
| 2 | Consumer Discretionary | 1.16% |
| 3 | Industrials | 0.91% |
| 4 | Energy | 0.71% |
| 5 | Consumer Staples | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nuveen ESG Large-Cap Growth ETF
NULG
$2.64B
| $259K | 0.15% |
2,857
|
|
||
52
Nuveen ESG Small-Cap ETF
NUSC
$1.32B
| $256K | 0.15% |
5,682
|
|
||
53
Eli Lilly
LLY
$1.04T
| $245K | 0.14% |
267
|
|
||
54
Vanguard Real Estate ETF
VNQ
$37.8B
| $237K | 0.14% |
2,677
+335
|
|
||
55
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
| $227K | 0.13% |
+6,789
|
|
||
56
Chevron
CVX
$378B
| $221K | 0.13% |
+1,071
|
|
||
57
iShares US Treasury Bond ETF
GOVT
$42.5B
| $218K | 0.13% |
9,557
|
|
||
58
iShares Core Moderate Allocation ETF
AOM
$1.74B
| $215K | 0.12% |
+4,549
|
|
||
|
PMBS
59
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.34B
| – | – |
-4,921
|
|