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CCM

Crabel Capital Management Portfolio holdings

AUM $10.8M
1-Year Est. Return 3.34%
This Fund
S&P 500
This Quarter Est. Return
+4.22%
1 Year Est. Return
-3.34%
3 Year Est. Return
+22.66%
5 Year Est. Return
+189.97%
10 Year Est. Return
AUM
$384M
AUM Growth
-$31M
Cap. Flow
-$32.4M
Cap. Flow %
-8.44%
Top 10 Hldgs %
48.08%
Holding
130
New
49
Increased
35
Reduced
15
Closed
31
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHY icon
1
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$27.4M 7.13%
317,556
+143,088
+82% +$12.4M
NEAR icon
2
iShares Short Maturity Bond ETF
NEAR
$4.8B
$22.5M 5.85%
447,528
+267,325
+148% +$13.4M
HYG icon
3
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$22.3M 5.8%
255,640
+79,660
+45% +$6.93M
VCSH icon
4
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$21.9M 5.71%
265,868
+80,624
+44% +$6.68M
JNK icon
5
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$18.6M 4.84%
170,747
+42,378
+33% +$4.6M
SJNK icon
6
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$16.4M 4.28%
601,017
+197,569
+49% +$5.35M
MUB icon
7
iShares National Muni Bond ETF
MUB
$45.1B
$15.8M 4.1%
135,772
+20,681
+18% +$2.41M
TIP icon
8
iShares TIPS Bond ETF
TIP
$14.5B
$13.9M 3.62%
110,676
-17,174
-13% -$2.17M
SHV icon
9
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$13.7M 3.57%
+123,950
New +$13.7M
WTPI
10
WisdomTree Equity Premium Income Fund
WTPI
$493M
$12.2M 3.19%
405,430
-20
-0% -$585
SHYG icon
11
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
$10.4M 2.7%
226,097
+61,935
+38% +$2.82M
VGSH icon
12
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$10.2M 2.65%
165,268
+22,008
+15% +$1.36M
SCHO icon
13
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$9.2M 2.4%
358,612
+50,352
+16% +$1.29M
PFF icon
14
iShares Preferred and Income Securities ETF
PFF
$13.2B
$8.72M 2.27%
227,214
+23,263
+11% +$882K
XLU icon
15
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$6.47M 1.68%
202,084
+186,738
+1,217% +$5.79M
ICSH icon
16
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$5.71M 1.49%
113,028
+10,278
+10% +$519K
BNDX icon
17
Vanguard Total International Bond ETF
BNDX
$82B
$5.48M 1.43%
95,865
-59,091
-38% -$3.41M
SPSB icon
18
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$5.41M 1.41%
172,770
+7,521
+5% +$236K
VTEB icon
19
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$5.28M 1.37%
96,598
+12,611
+15% +$693K
HYD icon
20
VanEck High Yield Muni ETF
HYD
$4.44B
$5.03M 1.31%
80,881
+11,054
+16% +$687K
PGX icon
21
Invesco Preferred ETF
PGX
$3.84B
$4.47M 1.16%
298,021
+44,326
+17% +$659K
MXIM
22
DELISTED
Maxim Integrated Products
MXIM
$4.43M 1.15%
48,473
+41,202
+567% +$3.78M
LQD icon
23
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$4.09M 1.07%
31,455
-84,408
-73% -$11.2M
IPHI
24
DELISTED
INPHI CORPORATION
IPHI
$3.9M 1.02%
21,880
+18,598
+567% +$3.11M
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$44.6B
$3.75M 0.98%
45,668
-106,962
-70% -$8.83M

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Crabel Capital Management's Q1 2021 Portfolio in Review

As of Q1 2021, Crabel Capital Management held 130 positions worth $384M, down 7.5% from $415M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Crabel Capital Management withdrew a net $32.4M in Q1 2021, closing 31 positions and reducing 15 holdings. Its most notable exit was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $15.2M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 4.3% of assets, up from 0.19% a quarter earlier, followed by Financials and Industrials.

Against the trend, Crabel Capital Management opened a new position in iShares 0-1 Year Treasury Bond ETF worth $13.7M.

  • Crabel Capital Management's largest Q1 2021 buy was iShares 0-1 Year Treasury Bond ETF: 123,950 shares worth $13.7M.
  • Crabel Capital Management added most to iShares Short Maturity Bond ETF in Q1 2021, an estimated $13.4M increase.
  • Crabel Capital Management's biggest Q1 2021 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $13.9M.
  • Crabel Capital Management fully exited Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021, selling an estimated $15.2M.
  • Crabel Capital Management's ten largest holdings make up 48% of its $384M portfolio in Q1 2021.
  • Crabel Capital Management opened 49 new positions and closed 31 in Q1 2021.
  • Crabel Capital Management's portfolio value fell 7.5% quarter-over-quarter to $384M.

Based on Crabel Capital Management's 13F filing for Q1 2021, filed 13 May 2021.