CA

Cresta Advisors Portfolio holdings

AUM $205M
1-Year Est. Return 10.07%
This Quarter Est. Return
1 Year Est. Return
+10.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$7.85M
3
+$7.65M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.13M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.73%
2 Financials 5.51%
3 Consumer Discretionary 2.36%
4 Communication Services 2.19%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$254K 0.31%
+2,751
27
$242K 0.3%
+2,000
28
$230K 0.28%
+1,000
29
$226K 0.28%
+2,000
30
$223K 0.28%
+206
31
$210K 0.26%
+651
1
2