CCC
Crescent Capital Consulting Portfolio holdings
AUM
$600M
1-Year Return
22.74%
This Quarter Return
-1.05%
1 Year Return
+22.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$535M
AUM Growth
+$2.5M
(+0.47%)
Cap. Flow
+$9.76M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
39.36%
Holding
619
New
107
Increased
56
Reduced
87
Closed
26
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.64M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$5.38M |
| 3 |
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
|
$4.97M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$4.97M |
| 5 |
Global X US Preferred ETF
PFFD
|
$4.15M |
Top Sells
Sector Composition
| 1 | Technology | 5.05% |
| 2 | Healthcare | 4.19% |
| 3 | Consumer Staples | 3.18% |
| 4 | Materials | 2.99% |
| 5 | Financials | 2.92% |
