CRI
Commonwealth Retirement Investments Portfolio holdings
AUM
$263M
This Quarter Return
+14.64%
1 Year Return
+18.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
–
Cap. Flow
+$165M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.22%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Broadcom
AVGO
|
$8.07M |
| 2 |
Merck
MRK
|
$6.62M |
| 3 |
Cisco
CSCO
|
$6.6M |
| 4 |
PepsiCo
PEP
|
$6.54M |
| 5 |
JPMorgan Chase
JPM
|
$6.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.36% |
| 2 | Healthcare | 14.98% |
| 3 | Financials | 11.08% |
| 4 | Consumer Staples | 10.03% |
| 5 | Industrials | 8.85% |
