CAM
Crestone Asset Management Portfolio holdings
AUM
$497M
This Quarter Return
-4.44%
1 Year Return
+19.81%
3 Year Return
+6.61%
5 Year Return
+56.62%
10 Year Return
–
AUM
$418M
AUM Growth
+$418M
(-8.1%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-4.18%
Top 10 Holdings %
Top 10 Hldgs %
62.37%
Holding
123
New
48
Increased
23
Reduced
37
Closed
2
Top Buys
| 1 |
Vanguard Long-Term Treasury ETF
VGLT
|
$4.46M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$3.1M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.08M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.12M |
Top Sells
Sector Composition
| 1 | Technology | 3.13% |
| 2 | Financials | 0.93% |
| 3 | Communication Services | 0.82% |
| 4 | Consumer Discretionary | 0.5% |
| 5 | Industrials | 0.35% |
