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CAM

Crestone Asset Management Portfolio holdings

AUM $497M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
+4.93%
1 Year Est. Return
+19.81%
3 Year Est. Return
+6.65%
5 Year Est. Return
+56.68%
10 Year Est. Return
AUM
$201M
AUM Growth
-$9.66M
Cap. Flow
-$17.8M
Cap. Flow %
-8.84%
Top 10 Hldgs %
75.77%
Holding
49
New
5
Increased
13
Reduced
15
Closed
5
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GSG icon
1
iShares S&P GSCI Commodity-Indexed Trust
GSG
$978M
$22.2M 11.05%
1,366,594
-111,383
-8% -$1.72M
EFA icon
2
iShares MSCI EAFE ETF
EFA
$76.5B
$20.1M 9.98%
285,696
+11,689
+4% +$813K
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$123B
$18.6M 9.22%
551,292
-24,172
-4% -$792K
IWD icon
4
iShares Russell 1000 Value ETF
IWD
$81.9B
$18.4M 9.14%
148,003
+2,721
+2% +$330K
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$16.8M 8.35%
366,267
-108,898
-23% -$4.87M
IWN icon
6
iShares Russell 2000 Value ETF
IWN
$14.4B
$16.4M 8.15%
130,450
+11,010
+9% +$1.38M
IWO icon
7
iShares Russell 2000 Growth ETF
IWO
$14.7B
$12.7M 6.31%
68,001
+4,803
+8% +$877K
EMQQ icon
8
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$264M
$10.9M 5.43%
286,905
+38,907
+16% +$1.46M
EEM icon
9
iShares MSCI Emerging Markets ETF
EEM
$28B
$8.57M 4.26%
181,952
+15,882
+10% +$735K
JD icon
10
JD.com
JD
$40B
$7.79M 3.87%
188,190
-13,602
-7% -$535K
JNK icon
11
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.36B
$5.53M 2.75%
50,218
-2,462
-5% -$273K
FDN icon
12
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.06B
$4.95M 2.46%
45,089
+20,391
+83% +$2.19M
VEA icon
13
Vanguard FTSE Developed Markets ETF
VEA
$226B
$3.11M 1.54%
69,289
-57,195
-45% -$2.53M
MUB icon
14
iShares National Muni Bond ETF
MUB
$45.5B
$2.92M 1.45%
26,357
+22,710
+623% +$2.51M
ACWI icon
15
iShares MSCI ACWI ETF
ACWI
$32.8B
$2.84M 1.41%
39,375
+6,230
+19% +$441K
RWR icon
16
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$2.39M 1.19%
25,535
PCY icon
17
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$2.36M 1.17%
79,790
+15,910
+25% +$469K
DJP icon
18
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$795M
$2.11M 1.05%
86,364
+67,122
+349% +$1.59M
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.87M 0.93%
9,450
AGG icon
20
iShares Core US Aggregate Bond ETF
AGG
$139B
$1.83M 0.91%
16,702
PNQI icon
21
Invesco NASDAQ Internet ETF
PNQI
$531M
$1.82M 0.9%
78,510
+61,590
+364% +$1.4M
VNQ icon
22
Vanguard Real Estate ETF
VNQ
$39.6B
$1.69M 0.84%
20,306
-743
-4% -$62.3K
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$82.2B
$1.64M 0.81%
30,094
-20,953
-41% -$1.15M
SPY icon
24
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$1.36M 0.68%
5,103
-431
-8% -$112K
IGSB icon
25
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$1.33M 0.66%
25,536

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Crestone Asset Management's Q4 2017 Portfolio in Review

As of Q4 2017, Crestone Asset Management held 49 positions worth $201M, down 4.6% from $211M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Crestone Asset Management withdrew a net $17.8M in Q4 2017, closing 5 positions and reducing 15 holdings. Its most notable exit was Alerian MLP ETF, an estimated $708K position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 4.3% of assets, up from 3.9% a quarter earlier, followed by Financials and Technology.

Against the trend, Crestone Asset Management opened a new position in iShares Core High Dividend ETF worth $581K.

  • Crestone Asset Management's largest Q4 2017 buy was iShares Core High Dividend ETF: 32,200 shares worth $581K.
  • Crestone Asset Management added most to iShares National Muni Bond ETF in Q4 2017, an estimated $2.51M increase.
  • Crestone Asset Management's biggest Q4 2017 reduction was UBS E-TRACS Alerian MLP Infrastructure ETN, cutting an estimated $19.5M.
  • Crestone Asset Management fully exited Alerian MLP ETF in Q4 2017, selling an estimated $708K.
  • Crestone Asset Management's ten largest holdings make up 76% of its $201M portfolio in Q4 2017.
  • Crestone Asset Management opened 5 new positions and closed 5 in Q4 2017.
  • Crestone Asset Management's portfolio value fell 4.6% quarter-over-quarter to $201M.

Based on Crestone Asset Management's 13F filing for Q4 2017, filed 12 Mar 2021.