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
$162M
AUM Growth
+$7.62M
(+4.9%)
Holding
53
Top Buys
| 1 | +$381K | |
| 2 | +$346K | |
| 3 | +$308K | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$259K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$235K |
Top Sells
| 1 | +$373K | |
| 2 | +$358K | |
| 3 | +$285K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$276K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Eli Lilly
LLY
$894B
| $258K | 0.16% |
267
|
|
||
52
Vanguard Real Estate ETF
VNQ
$36.2B
| $216K | 0.13% |
2,397
-107
|
|
||
53
iShares US Treasury Bond ETF
GOVT
$35.8B
| $212K | 0.13% |
9,173
|
|