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Latest Coordinated Financial Services, Inc./CO Stock Portfolio

Coordinated Financial Services, Inc./CO Performance:
2025 Q1: -5.6%YTD: -5.6%
Performance for 2025 Q1 is -5.6%, and YTD is -5.6%.

About Coordinated Financial Services, Inc./CO and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Coordinated Financial Services, Inc./CO reported an equity portfolio of $130.5 Millions as of 31 Mar, 2025.

The top stock holdings of Coordinated Financial Services, Inc./CO are IJR, SPY, VB. The fund has invested 12.6% of it's portfolio in ISHARES TR and 3.9% of portfolio in SPDR S&P 500 ETF TR.

Coordinated Financial Services, Inc./CO opened new stock positions in ISHARES TR (IJR), SPDR S&P 500 ETF TR (SPY) and VANGUARD INDEX FDS (VB).

Coordinated Financial Services, Inc./CO Annual Return Estimates Vs S&P 500

Our best estimate is that Coordinated Financial Services, Inc./CO made a return of -5.6% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
2025−6−4−20Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
ishares tr16,484,000
spdr s&p 500 etf tr5,098,600
vanguard index fds3,525,140
ishares tr3,067,460
spdr gold tr2,826,360
schwab strategic tr2,821,400
vanguard index fds2,676,220
j p morgan exchange traded f2,301,430
New stocks bought by Coordinated Financial Services, Inc./CO

Additions

No additions were made to existing positions by Coordinated Financial Services, Inc./CO

Reductions

None of the existing positions were reduced by Coordinated Financial Services, Inc./CO

Sold off

None of the stocks were completely sold off by Coordinated Financial Services, Inc./CO

Sector Distribution

Coordinated Financial Services, Inc./CO has about 79.7% of it's holdings in Others sector.

81%
Sector%
Others79.7
Technology4.8
Financial Services3.2
Utilities2.4
Consumer Defensive2.3
Consumer Cyclical2.2
Communication Services1.7
Industrials1.4
Energy1.1

Market Cap. Distribution

Coordinated Financial Services, Inc./CO has about 17.7% of it's portfolio invested in the large-cap and mega-cap stocks.

80%13%
Category%
UNALLOCATED79.7
MEGA-CAP13.1
LARGE-CAP4.6
SMALL-CAP2.4

Stocks belong to which Index?

About 20.1% of the stocks held by Coordinated Financial Services, Inc./CO either belong to S&P 500 or RUSSELL 2000 index.

80%18%
Index%
Others79.9
S&P 50017.7
RUSSELL 20002.4
Top 5 Winners (%)%
GLD
spdr gold tr
8.2 %
XOM
exxon mobil corp
7.5 %
CVX
chevron corp new
6.6 %
SLV
ishares silver tr
5.7 %
TMUS
t-mobile us inc
4.2 %
Top 5 Winners ($)$
GLD
spdr gold tr
0.2 M
XOM
exxon mobil corp
0.0 M
V
visa inc
0.0 M
AMPS
ishares tr
0.0 M
TMUS
t-mobile us inc
0.0 M
Top 5 Losers (%)%
AVGO
broadcom inc
-23.4 %
SOFI
sofi technologies inc
-19.5 %
GOOG
alphabet inc
-13.9 %
GOOG
alphabet inc
-13.9 %
CRM
salesforce inc
-13.4 %
Top 5 Losers ($)$
IJR
ishares tr
-1.3 M
SPY
spdr s&p 500 etf tr
-0.3 M
AVGO
broadcom inc
-0.2 M
AMZN
amazon com inc
-0.2 M
NVDA
nvidia corporation
-0.2 M

Coordinated Financial Services, Inc./CO Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Coordinated Financial Services, Inc./CO

Coordinated Financial Services, Inc./CO has 133 stocks in it's portfolio. About 33.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Coordinated Financial Services, Inc./CO last quarter.

Last Reported on: 16 May, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of ISHARES TR Position Held By Coordinated Financial Services, Inc./CO

What % of Portfolio is IJR?:

Number of IJR shares held:

Change in No. of Shares Held: