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
$150M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$1.09M
2 +$595K
3 +$224K
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$157K
5
PEP icon
PepsiCo
PEP
+$136K

Sector Composition

1 Technology 8.15%
2 Financials 2.91%
3 Communication Services 2.72%
4 Industrials 1.62%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$261K 0.17%
+1,000
52
$242K 0.16%
499
-4
53
$237K 0.16%
955