CRI

Commonwealth Retirement Investments Portfolio holdings

AUM $263M
1-Year Est. Return 18.59%
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$972K
3 +$594K
4
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$536K
5
IYT icon
iShares US Transportation ETF
IYT
+$532K

Top Sells

1 +$1.63M
2 +$1.32M
3 +$829K
4
ARKK icon
ARK Innovation ETF
ARKK
+$480K
5
PFE icon
Pfizer
PFE
+$443K

Sector Composition

1 Technology 23.81%
2 Financials 15.34%
3 Healthcare 13%
4 Consumer Staples 9.72%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-417
102
-1,931