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CRI

Commonwealth Retirement Investments Portfolio holdings

AUM $323M
1-Year Est. Return 24.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.06M
3
+$831K
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$739K
5
V icon
Visa
V
+$616K

Top Sells

1
+$1.07M
2
+$964K
3
+$726K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$677K
5
UNH icon
UnitedHealth
UNH
+$420K

Sector Composition

1 Technology 20.96%
2 Financials 14.69%
3 Healthcare 14.24%
4 Consumer Staples 9.53%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.53%
12,361
+828
52
$1.53M 0.52%
40,308
+3,035
53
$1.49M 0.51%
16,641
+1,136
54
$1.48M 0.5%
15,612
+1,528
55
$1.44M 0.49%
54,658
+3,853
56
$1.41M 0.48%
41,294
+23,426
57
$1.4M 0.48%
7,374
+602
58
$1.33M 0.45%
11,905
+1,085
59
$1.32M 0.45%
20,605
+1,697
60
$1.32M 0.45%
5,990
-47
61
$1.29M 0.44%
4,607
+486
62
$1.28M 0.44%
15,430
+1,415
63
$1.27M 0.43%
20,409
+1,292
64
$1.21M 0.41%
10,772
+1,144
65
$1.2M 0.41%
43,929
-9,227
66
$1.17M 0.4%
13,011
+1,448
67
$1.16M 0.4%
10,690
-647
68
$1.16M 0.4%
5,666
+684
69
$1.16M 0.39%
1,072
-83
70
$1.16M 0.39%
22,935
+1,999
71
$957K 0.33%
18,940
72
$940K 0.32%
4,279
73
$933K 0.32%
2,984
74
$901K 0.31%
19,702
-1,533
75
$885K 0.3%
3,451
+333
1 2
3
4 5