CA
Cresta Advisors Portfolio holdings
AUM
$205M
This Quarter Return
-4.31%
1 Year Return
+10.07%
3 Year Return
+51.4%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+0.4%)
Cap. Flow
+$7.52M
Cap. Flow
% of AUM
5.82%
Top 10 Holdings %
Top 10 Hldgs %
68.76%
Holding
49
New
6
Increased
19
Reduced
7
Closed
3
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.7M |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$2.75M |
| 3 |
Invesco S&P 500 Quality ETF
SPHQ
|
$2.26M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.12M |
| 5 |
Apple
AAPL
|
$782K |
Top Sells
Sector Composition
| 1 | Technology | 7.63% |
| 2 | Financials | 3.72% |
| 3 | Communication Services | 2.86% |
| 4 | Consumer Discretionary | 1.48% |
| 5 | Consumer Staples | 0.73% |
