CRI
Commonwealth Retirement Investments Portfolio holdings
AUM
$263M
1-Year Est. Return
18.59%
1 Year Est. Return
+18.59%
AUM
$246M
AUM Growth
+$2.86M
(+1.2%)
Holding
105
Top Buys
| 1 | +$2.73M | |
| 2 | +$854K | |
| 3 | +$792K | |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$673K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$664K |
Top Sells
| 1 | +$2.05M | |
| 2 | +$1.02M | |
| 3 | +$716K | |
| 4 |
iShares US Pharmaceuticals ETF
IHE
|
+$536K |
| 5 |
Meta Platforms (Facebook)
META
|
+$535K |
Sector Composition
| 1 | Technology | 20.91% |
| 2 | Financials | 15.69% |
| 3 | Healthcare | 15.23% |
| 4 | Consumer Staples | 10.39% |
| 5 | Energy | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Eli Lilly
LLY
$725B
| – | – |
-342
|
|
||
|
102
Meta Platforms (Facebook)
META
$1.84T
| – | – |
-913
|
|
||
103
Invesco Pharmaceuticals ETF
PJP
$272M
| – | – |
-4,849
|
|
||
104
Verizon
VZ
$172B
| – | – |
-7,087
|
|
||
105
Energy Select Sector SPDR Fund
XLE
$26.1B
| – | – |
-23,887
|
|