Colony Group, LLC
CIK Number: 0001542153
38.48B
Market Value
1,732
# of Holdings
3 months
Avg. Holding Period
29.64%
Win Rate
32.73%
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. | 223.15 | +0.46% | 5.04M | +34.43% | 1.41B | 213.13 | 3.65% |
| 2 | DFAC | Dimensional U.S... | 33.09 | +0.32% | 37.86M | -2.22% | 1.34B | 34.21 | 3.49% |
| 3 | MSFT | Microsoft Corpo... | 382.02 | +1.77% | 2.46M | +33.78% | 1.1B | 434.41 | 2.86% |
| 4 | AMZN | Amazon.com, Inc... | 192.07 | +0.95% | 3.84M | +63.11% | 877.97M | 200.63 | 2.28% |
| 5 | VOO | Vanguard 500 In... | 515.44 | +0.30% | 1.43M | +8.17% | 788.61M | 482.7 | 2.05% |
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