CA

Cresta Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 14.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1 +$2.47M
2 +$533K
3 +$497K
4
EIM
Eaton Vance Municipal Bond Fund
EIM
+$494K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$467K

Top Sells

1 +$608K
2 +$531K
3 +$436K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$148K
5
IBOC icon
International Bancshares
IBOC
+$118K

Sector Composition

1 Technology 7.22%
2 Communication Services 2.82%
3 Financials 1.93%
4 Consumer Discretionary 1.9%
5 Energy 0.68%