CAM
Crestone Asset Management Portfolio holdings
AUM
$497M
1-Year Est. Return
19.81%
1 Year Est. Return
+19.81%
AUM
$443M
AUM Growth
+$25M
(+6%)
Holding
128
Top Buys
| 1 | +$5.53M | |
| 2 | +$2.05M | |
| 3 | +$1.75M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$1.37M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.19M |
Top Sells
| 1 | +$3.61M | |
| 2 | +$2.54M | |
| 3 | +$2.28M | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$2.25M |
| 5 |
Vanguard Russell 2000 Growth ETF
VTWG
|
+$2.25M |
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Communication Services | 0.87% |
| 3 | Financials | 0.68% |
| 4 | Consumer Discretionary | 0.48% |
| 5 | Energy | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Snap-on
SNA
$17.7B
| – | – |
-936
|
|
||
127
Vanguard Small-Cap Value ETF
VBR
$31.6B
| – | – |
-2,407
|
|
||
128
State Street Energy Select Sector SPDR ETF
XLE
$27.2B
| – | – |
-3,739
|
|