CAM
Crestone Asset Management Portfolio holdings
AUM
$497M
This Quarter Return
+0.81%
1 Year Return
+19.81%
3 Year Return
+6.61%
5 Year Return
+56.62%
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+11%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
8.82%
Top 10 Holdings %
Top 10 Hldgs %
80.67%
Holding
40
New
17
Increased
11
Reduced
7
Closed
4
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.23M |
| 2 |
SPDR Dow Jones REIT ETF
RWR
|
$2.91M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.41M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$2.25M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.15M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 5.85% |
| 2 | Industrials | 0.46% |
| 3 | Financials | 0.23% |
| 4 | Communication Services | 0% |
| 5 | Energy | 0% |
