CRCM
Corbett Road Capital Management Portfolio holdings
AUM $58.4M
1-Year Return
5.59%
This Quarter Return
+5.18%
1 Year Return
-5.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.29%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$8.98M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4.22M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.67M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.44M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$3.34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.32% |
| 2 | Financials | 3.63% |
| 3 | Industrials | 2.37% |
| 4 | Consumer Discretionary | 2.23% |
| 5 | Consumer Staples | 1.62% |
