CRFG
Columbia River Financial Group Portfolio holdings
AUM $150M
AUM
$150M
AUM Growth
+$4.07M (+3%)
Cap. Flow
+$4.69M
Cap. Flow % of AUM
3.14%
Top 10 Holdings %Top 10 Hldgs %
63.36%
Holding
124
New
71
Increased
15
Reduced
31
Closed
–
Top Buys
| 1 | $4.24M | |
| 2 | $977K | |
| 3 | $956K | |
| 4 | $698K | |
| 5 | $422K |
Top Sells
| 1 | $3.66M | |
| 2 | $933K | |
| 3 | $791K | |
| 4 | $457K | |
| 5 | $376K |
Sector Composition
| 1 | Technology | 1.34% |
| 2 | Consumer Discretionary | 1.31% |
| 3 | Industrials | 1.16% |
| 4 | Energy | 0.58% |
| 5 | Utilities | 0.33% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $24K | 0.02% | 143 | New | +$24K | |||
| $23K | 0.02% | 221 | New | +$23K | |||
| $22K | 0.01% | 41 | New | +$22K | |||
| $21K | 0.01% | 42 | New | +$21K | |||
| $21K | 0.01% | 719 | New | +$21K | |||
| $20K | 0.01% | 67 | New | +$20K | |||
| $19K | 0.01% | 158 | New | +$19K | |||
| $19K | 0.01% | 103 | New | +$19K | |||
| $18K | 0.01% | 300 | New | +$18K | |||
| $18K | 0.01% | 580 | New | +$18K | |||
| $17K | 0.01% | 134 | New | +$17K | |||
| $15K | 0.01% | 3,910 | New | +$15K | |||
| $14K | 0.01% | 764 | New | +$14K | |||
| $14K | 0.01% | 46 | New | +$14K | |||
| $14K | 0.01% | 152 | New | +$14K | |||
| $14K | 0.01% | 76 | New | +$14K | |||
| $13K | 0.01% | 215 | New | +$13K | |||
| $13K | 0.01% | 1,174 | New | +$13K | |||
| $13K | 0.01% | 191 | New | +$13K | |||
| $13K | 0.01% | 65 | New | +$13K | |||
| $13K | 0.01% | 168 | New | +$13K | |||
| $12K | 0.01% | 239 | New | +$12K | |||
| $12K | 0.01% | 80 | New | +$12K | |||
| $12K | 0.01% | 125 | New | +$12K |
