CRB

Chad R. Baker Portfolio holdings

AUM $581M
1-Year Est. Return 22.97%
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$215K

Top Sells

1 +$200K
2 +$23.7K
3 +$18.2K
4
AAPL icon
Apple
AAPL
+$16.5K
5
WM icon
Waste Management
WM
+$13.5K

Sector Composition

1 Technology 20.65%
2 Healthcare 20.6%
3 Industrials 16.84%
4 Communication Services 11.89%
5 Consumer Discretionary 11.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$796K 0.19%
9,315
52
$586K 0.14%
10,833
53
$215K 0.05%
+1,700
54
-6,000