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
$295M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$1.43M
2 +$1.03M
3 +$420K
4
STNE icon
StoneCo
STNE
+$346K
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$321K

Sector Composition

1 Consumer Discretionary 1.43%
2 Communication Services 1.24%
3 Technology 0.93%
4 Financials 0.44%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$205K 0.07%
+622
52
$202K 0.07%
+1,397
53
-2,520