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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
SHW icon
51
Sherwin-Williams
SHW
$78.3B
$882K 0.58%
2,750
-12
NFLX icon
52
Netflix
NFLX
$338B
$860K 0.57%
8,949
-82
XOM icon
53
Exxon Mobil
XOM
$609B
$838K 0.56%
4,937
-85
SPYM
54
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$822K 0.54%
10,734
-129
NKE icon
55
Nike
NKE
$66.5B
$811K 0.54%
15,363
-843
CTAS icon
56
Cintas
CTAS
$70.5B
$806K 0.53%
4,768
-174
GEV icon
57
GE Vernova
GEV
$253B
$788K 0.52%
903
RBIL
58
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
RBIL
$115M
$784K 0.52%
15,649
+32
BKNG icon
59
Booking.com
BKNG
$128B
$766K 0.51%
4,550
-150
ACN icon
60
Accenture
ACN
$105B
$746K 0.49%
3,760
-256
FTNT icon
61
Fortinet
FTNT
$107B
$743K 0.49%
9,091
+237
ADSK icon
62
Autodesk
ADSK
$41.9B
$742K 0.49%
3,099
-226
IJR icon
63
iShares Core S&P Small-Cap ETF
IJR
$107B
$712K 0.47%
5,731
INTU icon
64
Intuit
INTU
$75.7B
$690K 0.46%
1,597
-119
MRK icon
65
Merck
MRK
$294B
$663K 0.44%
5,509
+118
BAR icon
66
GraniteShares Gold Shares
BAR
$1.42B
$614K 0.41%
13,307
+688
WEEL
67
Peerless Option Income Wheel ETF
WEEL
$37.2M
$609K 0.4%
31,356
+3,964
OBIL icon
68
US Treasury 12 Month Bill ETF
OBIL
$318M
$592K 0.39%
11,817
+1,527
ADBE icon
69
Adobe
ADBE
$82.5B
$585K 0.39%
2,408
+6
NVS icon
70
Novartis
NVS
$292B
$534K 0.35%
3,499
KO icon
71
Coca-Cola
KO
$355B
$530K 0.35%
6,975
+881
FDX icon
72
FedEx
FDX
$80.7B
$526K 0.35%
1,476
-35
WMT icon
73
Walmart Inc
WMT
$963B
$510K 0.34%
4,107
SPY icon
74
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$509K 0.34%
782
USXF icon
75
iShares ESG Advanced MSCI USA ETF
USXF
$1.41B
$467K 0.31%
8,456
-2,475
1 2
3
4 5