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CCM

Crew Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 20.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$254K
3
+$243K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$226K
5
ZTEN icon
F/M 10-Year Investment Grade Corporate Bond ETF
ZTEN
+$162K

Top Sells

1
+$1.35M
2
+$651K
3
+$465K
4
PG icon
Procter & Gamble
PG
+$315K
5
NVDA icon
NVIDIA
NVDA
+$297K

Sector Composition

1 Technology 21.32%
2 Financials 10.72%
3 Consumer Staples 6.42%
4 Consumer Discretionary 4.96%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
26
Micron Technology
MU
$1.11T
$1.64M 1.09%
4,869
+13
APH icon
27
Amphenol
APH
$189B
$1.47M 0.98%
11,661
-569
ADI icon
28
Analog Devices
ADI
$204B
$1.44M 0.96%
4,541
-87
BRK.A icon
29
Berkshire Hathaway Class A
BRK.A
$1.05T
$1.44M 0.95%
2
UTEN icon
30
US Treasury 10 Year Note ETF
UTEN
$283M
$1.43M 0.95%
32,813
+713
HD icon
31
Home Depot
HD
$327B
$1.39M 0.92%
4,226
-93
JNJ icon
32
Johnson & Johnson
JNJ
$580B
$1.36M 0.9%
5,544
MA icon
33
Mastercard
MA
$433B
$1.33M 0.88%
2,652
IVV icon
34
iShares Core S&P 500 ETF
IVV
$838B
$1.32M 0.87%
2,017
+1
META icon
35
Meta Platforms (Facebook)
META
$1.44T
$1.32M 0.87%
2,300
-60
IJH icon
36
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.2M 0.79%
17,723
-1,233
GOOG icon
37
Alphabet (Google) Class C
GOOG
$4.37T
$1.19M 0.79%
4,145
KR icon
38
Kroger
KR
$39.9B
$1.16M 0.77%
16,075
ZMUN
39
F/m Ultrashort Tax-Free Municipal ETF
ZMUN
$27.1M
$1.15M 0.76%
+22,997
UFIV icon
40
US Treasury 5 Year Note ETF
UFIV
$29.5M
$1.13M 0.75%
23,206
+195
UTRE icon
41
US Treasury 3 Year Note ETF
UTRE
$9.83M
$1.1M 0.73%
22,307
+482
GE icon
42
GE Aerospace
GE
$350B
$991K 0.66%
3,492
SYK icon
43
Stryker
SYK
$120B
$989K 0.66%
3,011
+2
BAC icon
44
Bank of America
BAC
$398B
$987K 0.65%
20,252
CINF icon
45
Cincinnati Financial
CINF
$26.1B
$969K 0.64%
6,160
SBUX icon
46
Starbucks
SBUX
$117B
$954K 0.63%
10,647
-149
CDNS icon
47
Cadence Design Systems
CDNS
$106B
$942K 0.62%
3,389
+105
ORLY icon
48
O'Reilly Automotive
ORLY
$75.4B
$927K 0.61%
10,043
+309
PH icon
49
Parker-Hannifin
PH
$114B
$902K 0.6%
1,007
AZO icon
50
AutoZone
AZO
$51B
$888K 0.59%
263
+1
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