CAM

Crestone Asset Management Portfolio holdings

AUM $497M
1-Year Est. Return 19.81%
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$1.89M
2 +$1.84M
3 +$1.84M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
JD icon
JD.com
JD
+$935K

Sector Composition

1 Communication Services 1.82%
2 Consumer Discretionary 1.79%
3 Technology 0.76%
4 Financials 0.72%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$222K 0.08%
6,400
52
$205K 0.07%
2,171
53
-820