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Home > Institutional Investor > Colorado Capital Management, Inc. > Profile

Instuitional Investor - Colorado Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Colorado Capital Management, Inc.
Portfolio Value $152,467
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 37,978 $7,312 4.79%
2.
Vanguard Malvern Fds
 149,412 $7,096 4.65%
3.
Spdr S & P Midcap 400 Etf Trust
 MDY 13,337 $6,767 4.43%
4.
Dimensional Etf Trust
 179,877 $6,695 4.39%
5.
Spdr S & P 500 Etf Trust
 SPY 13,975 $6,643 4.35%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)