Colony Group, LLC
CIK Number: 0001542153
39.92B
Market Value
1,678
# of Holdings
4 months
Avg. Holding Period
29.80%
Win Rate
19.14%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 200.91 | +0.48% | 5.61M | +49.63% | 1.41B | 216.92 | 3.65% |
| 2 | DFAC | Dimensional U.S... | 34.28 | -0.12% | 38.83M | +0.29% | 1.34B | 34.21 | 3.49% |
| 3 | MSFT | Microsoft Corpo... | 460.01 | +0.29% | 2.61M | +41.88% | 1.1B | 433.67 | 2.86% |
| 4 | AMZN | Amazon.com, Inc... | 204.83 | -0.42% | 4M | +69.96% | 877.97M | 201.39 | 2.28% |
| 5 | VOO | Vanguard 500 In... | 541.74 | -0.11% | 1.46M | +10.73% | 788.61M | 484 | 2.05% |
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