CS

Crescent Sterling Portfolio holdings

AUM $95.1M
1-Year Est. Return 8.58%
This Quarter Est. Return
1 Year Est. Return
+8.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
+$49.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$477K
2 +$392K
3 +$390K
4
CRM icon
Salesforce
CRM
+$365K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$287K

Top Sells

1 +$1.27M
2 +$776K
3 +$442K
4
PANW icon
Palo Alto Networks
PANW
+$348K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 17.9%
2 Healthcare 14.71%
3 Consumer Staples 11.41%
4 Energy 10.93%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,879
77
-3,000
78
-1,910
79
-8,920
80
-5,747
81
-14,584