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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
+6.31%
1 Year Est. Return
-3.34%
3 Year Est. Return
+22.66%
5 Year Est. Return
+189.97%
10 Year Est. Return
AUM
$486M
AUM Growth
+$102M
Cap. Flow
+$89M
Cap. Flow %
18.31%
Top 10 Hldgs %
31.17%
Holding
156
New
57
Increased
34
Reduced
26
Closed
36
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HYG icon
1
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$18.6M 3.82%
211,125
-44,515
-17% -$3.89M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$137B
$17.5M 3.6%
151,708
+138,316
+1,033% +$15.8M
JNK icon
3
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$17.4M 3.58%
158,032
-12,715
-7% -$1.39M
VCIT icon
4
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$16.5M 3.39%
+173,063
New +$16.3M
LQD icon
5
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$15M 3.09%
111,601
+80,146
+255% +$10.6M
EMB icon
6
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$14.5M 2.99%
129,132
+106,869
+480% +$11.9M
BND icon
7
Vanguard Total Bond Market
BND
$157B
$14.2M 2.92%
+164,973
New +$14.1M
TIP icon
8
iShares TIPS Bond ETF
TIP
$14.5B
$13.4M 2.75%
104,519
-6,157
-6% -$782K
WTPI
9
WisdomTree Equity Premium Income Fund
WTPI
$492M
$12.9M 2.65%
405,440
+10
+0% +$308
MINT icon
10
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$11.6M 2.4%
+114,177
New +$11.6M
FLOT icon
11
iShares Floating Rate Bond ETF
FLOT
$10.1B
$10.7M 2.2%
210,067
+155,267
+283% +$7.88M
SJNK icon
12
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$10.3M 2.12%
373,831
-227,186
-38% -$6.22M
IEF icon
13
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$9.29M 1.91%
+80,441
New +$9.21M
PFF icon
14
iShares Preferred and Income Securities ETF
PFF
$13.2B
$9.27M 1.91%
235,782
+8,568
+4% +$332K
XLNX
15
DELISTED
Xilinx Inc
XLNX
$8.6M 1.77%
59,438
+32,011
+117% +$4.07M
SHYG icon
16
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.58B
$8.1M 1.67%
175,902
-50,195
-22% -$2.3M
ATH
17
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$7.92M 1.63%
117,370
+53,489
+84% +$3.22M
MBB icon
18
iShares MBS ETF
MBB
$38.9B
$7.88M 1.62%
+72,823
New +$7.9M
MXIM
19
DELISTED
Maxim Integrated Products
MXIM
$7.7M 1.58%
73,106
+24,633
+51% +$2.41M
ALXN
20
DELISTED
Alexion Pharmaceuticals
ALXN
$7.67M 1.58%
41,769
+20,516
+97% +$3.52M
COHR
21
DELISTED
Coherent Inc
COHR
$7.52M 1.55%
28,456
+15,602
+121% +$4.1M
WORK
22
DELISTED
Slack Technologies, Inc.
WORK
$7.5M 1.54%
169,262
+91,975
+119% +$3.94M
MGLN
23
DELISTED
Magellan Health Services, Inc.
MGLN
$7.49M 1.54%
79,474
+43,887
+123% +$4.13M
NUAN
24
DELISTED
Nuance Communications, Inc.
NUAN
$7.47M 1.54%
+137,211
New +$7.23M
PPD
25
DELISTED
PPD, Inc. Common Stock
PPD
$7.46M 1.53%
+161,812
New +$7.31M

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Crabel Capital Management's Q2 2021 Portfolio in Review

As of Q2 2021, Crabel Capital Management held 156 positions worth $486M, up 27% from $384M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Crabel Capital Management deployed $89M of net new capital in Q2 2021, opening 57 new positions and adding to 34 existing holdings. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 173,063 shares worth $16.5M.

By sector, the portfolio is most concentrated in Financials at 7.4% of assets, up from 2.7% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was iShares 1-3 Year Treasury Bond ETF, an estimated $26.1M trimmed.

  • Crabel Capital Management's largest Q2 2021 buy was Vanguard Intermediate-Term Corporate Bond ETF: 173,063 shares worth $16.5M.
  • Crabel Capital Management added most to iShares Core US Aggregate Bond ETF in Q2 2021, an estimated $15.8M increase.
  • Crabel Capital Management's biggest Q2 2021 reduction was iShares 1-3 Year Treasury Bond ETF, cutting an estimated $26.1M.
  • Crabel Capital Management fully exited INPHI CORPORATION in Q2 2021, selling an estimated $3.9M.
  • Crabel Capital Management's ten largest holdings make up 31% of its $486M portfolio in Q2 2021.
  • Crabel Capital Management opened 57 new positions and closed 36 in Q2 2021.
  • Crabel Capital Management's portfolio value rose 27% quarter-over-quarter to $486M.

Based on Crabel Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.