CRFG
Columbia River Financial Group Portfolio holdings
AUM
$163M
1-Year Est. Return
13.1%
This Fund
S&P 500
1 Year Est. Return
+13.1%
AUM
$163M
AUM Growth
+$786K
(+0.48%)
Holding
54
Top Buys
| 1 | +$1.24M | |
| 2 | +$1.14M | |
| 3 | +$617K | |
| 4 |
HDV
iShares Core High Dividend ETF
HDV
|
+$604K |
| 5 |
State Street SPDR S&P International Dividend ETF
DWX
|
+$363K |
Top Sells
| 1 | +$930K | |
| 2 | +$890K | |
| 3 | +$535K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$373K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$336K |
Sector Composition
| 1 | Technology | 1.52% |
| 2 | Consumer Discretionary | 1.3% |
| 3 | Industrials | 0.91% |
| 4 | Energy | 0.44% |
| 5 | Utilities | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nuveen ESG Small-Cap ETF
NUSC
$1.17B
| $253K | 0.16% |
5,682
-243
|
|
||
|
PMBS
52
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.06B
| $245K | 0.15% |
+4,921
|
|
||
53
iShares US Treasury Bond ETF
GOVT
$35.8B
| $220K | 0.14% |
9,557
+384
|
|
||
54
Vanguard Real Estate ETF
VNQ
$36.2B
| $207K | 0.13% |
2,342
-55
|
|