CS
Crescent Sterling Portfolio holdings
AUM
$95.1M
1-Year Est. Return
8.58%
1 Year Est. Return
+8.58%
AUM
$95.1M
AUM Growth
+$5.71M
(+6.4%)
Holding
76
Top Buys
| 1 | +$752K | |
| 2 | +$293K | |
| 3 | +$256K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$233K |
| 5 |
Marathon Petroleum
MPC
|
+$228K |
Top Sells
| 1 | +$1.07M | |
| 2 | +$343K | |
| 3 | +$306K | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$185K |
| 5 |
JPMorgan Chase
JPM
|
+$149K |
Sector Composition
| 1 | Technology | 20.92% |
| 2 | Healthcare | 13.25% |
| 3 | Consumer Staples | 10.3% |
| 4 | Energy | 8.72% |
| 5 | Industrials | 6.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Dow Inc
DOW
$15.4B
| – | – |
-40,398
|
|