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
$446M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$202K

Top Sells

1 +$31.8K
2 +$13K

Sector Composition

1 Technology 21.03%
2 Healthcare 20.72%
3 Industrials 16.56%
4 Consumer Discretionary 12.21%
5 Communication Services 12.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.05%
1,700
52
$202K 0.05%
+6,000