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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
+6.31%
1 Year Est. Return
+19.81%
3 Year Est. Return
+6.65%
5 Year Est. Return
+56.68%
10 Year Est. Return
AUM
$471M
AUM Growth
-$5.91M
Cap. Flow
-$33.3M
Cap. Flow %
-7.08%
Top 10 Hldgs %
61.82%
Holding
81
New
11
Increased
14
Reduced
38
Closed
3

Sector Composition

Rank Sector Weight
1 Technology 2.03%
2 Communication Services 0.59%
3 Financials 0.49%
4 Consumer Discretionary 0.45%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VONG icon
1
Vanguard Russell 1000 Growth ETF
VONG
$43.2B
$48.9M 10.4%
778,178
-133,861
-15% -$7.93M
VONV icon
2
Vanguard Russell 1000 Value ETF
VONV
$20.3B
$33M 7.01%
493,560
-49,440
-9% -$3.35M
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$123B
$32M 6.79%
523,180
-152
-0% -$8.76K
VTWG icon
4
Vanguard Russell 2000 Growth ETF
VTWG
$1.48B
$30.8M 6.55%
186,835
+1,094
+0.6% +$182K
EFV icon
5
iShares MSCI EAFE Value ETF
EFV
$27.2B
$29.7M 6.31%
612,430
-39,283
-6% -$1.9M
TLT icon
6
iShares 20+ Year Treasury Bond ETF
TLT
$42.5B
$28.8M 6.13%
271,138
+94,266
+53% +$9.86M
EMQQ icon
7
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$268M
$23.5M 4.98%
730,934
-44,172
-6% -$1.43M
VNQ icon
8
Vanguard Real Estate ETF
VNQ
$39.4B
$23M 4.89%
276,961
+22,945
+9% +$1.97M
IWD icon
9
iShares Russell 1000 Value ETF
IWD
$81.5B
$22.3M 4.74%
146,638
-13,447
-8% -$2.08M
XOP icon
10
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.34B
$19M 4.03%
148,704
+927
+0.6% +$123K
IWO icon
11
iShares Russell 2000 Growth ETF
IWO
$14.6B
$16.6M 3.52%
72,982
-1,323
-2% -$303K
NEAR icon
12
iShares Short Maturity Bond ETF
NEAR
$4.81B
$14.5M 3.08%
291,990
-95,599
-25% -$4.73M
ACWI icon
13
iShares MSCI ACWI ETF
ACWI
$32.7B
$14.4M 3.07%
158,450
-4,112
-3% -$367K
VTWV icon
14
Vanguard Russell 2000 Value ETF
VTWV
$1.29B
$12.6M 2.67%
104,197
-7,538
-7% -$958K
IWN icon
15
iShares Russell 2000 Value ETF
IWN
$14.3B
$10.2M 2.16%
74,164
-4,520
-6% -$655K
EFA icon
16
iShares MSCI EAFE ETF
EFA
$75.8B
$9.6M 2.04%
134,294
-33,408
-20% -$2.34M
KWEB icon
17
KraneShares CSI China Internet ETF
KWEB
$5.43B
$8.5M 1.81%
272,464
+42,710
+19% +$1.37M
FDN icon
18
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.07B
$7.31M 1.55%
49,456
-7,768
-14% -$1.07M
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$6.73M 1.43%
16,440
-2,238
-12% -$893K
EEM icon
20
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$6.12M 1.3%
155,105
-107,618
-41% -$4.28M
IYR icon
21
iShares US Real Estate ETF
IYR
$4.53B
$5.32M 1.13%
62,642
-14,379
-19% -$1.26M
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$5.26M 1.12%
130,293
-14,773
-10% -$602K
UBER icon
23
Uber
UBER
$147B
$3.8M 0.81%
119,760
XLK icon
24
State Street Technology Select Sector SPDR ETF
XLK
$114B
$3.72M 0.79%
49,260
-75,178
-60% -$5.17M
EWX icon
25
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$663M
$3.24M 0.69%
64,000
-20,000
-24% -$1.02M

Similar funds

Crestone Asset Management's Q1 2023 Portfolio in Review

As of Q1 2023, Crestone Asset Management held 81 positions worth $471M, down 1.2% from $477M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Crestone Asset Management withdrew a net $33.3M in Q1 2023, closing 3 positions and reducing 38 holdings. Its most notable exit was iShares MSCI Emerging Markets ex China ETF, an estimated $1.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 2% of assets, up from 1.7% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Crestone Asset Management opened a new position in iShares National Muni Bond ETF worth $1.04M.

  • Crestone Asset Management's largest Q1 2023 buy was iShares National Muni Bond ETF: 9,635 shares worth $1.04M.
  • Crestone Asset Management added most to iShares 20+ Year Treasury Bond ETF in Q1 2023, an estimated $9.86M increase.
  • Crestone Asset Management's biggest Q1 2023 reduction was Vanguard Russell 1000 Growth ETF, cutting an estimated $7.93M.
  • Crestone Asset Management fully exited iShares MSCI Emerging Markets ex China ETF in Q1 2023, selling an estimated $1.95M.
  • Crestone Asset Management's ten largest holdings make up 62% of its $471M portfolio in Q1 2023.
  • Crestone Asset Management opened 11 new positions and closed 3 in Q1 2023.
  • Crestone Asset Management's portfolio value fell 1.2% quarter-over-quarter to $471M.

Based on Crestone Asset Management's 13F filing for Q1 2023, filed 2 May 2023.