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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
TPR icon
76
Tapestry
TPR
$29.8B
$446K 0.3%
3,164
+7
AXP icon
77
American Express
AXP
$222B
$442K 0.29%
1,460
SPTM icon
78
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$418K 0.28%
5,287
+12
DE icon
79
Deere & Co
DE
$156B
$415K 0.28%
736
MCD icon
80
McDonald's
MCD
$202B
$405K 0.27%
1,302
-200
RBCAA icon
81
Republic Bancorp
RBCAA
$1.72B
$388K 0.26%
5,499
IBIT icon
82
iShares Bitcoin Trust
IBIT
$49.2B
$326K 0.22%
8,490
+256
ITOT icon
83
iShares Core S&P Total US Stock Market ETF
ITOT
$92.2B
$324K 0.22%
2,278
TJX icon
84
TJX Companies
TJX
$186B
$323K 0.21%
2,024
-298
PM icon
85
Philip Morris
PM
$287B
$321K 0.21%
1,938
UNP icon
86
Union Pacific
UNP
$162B
$315K 0.21%
1,297
COR icon
87
Cencora
COR
$54.8B
$314K 0.21%
1,000
-125
ROST icon
88
Ross Stores
ROST
$77B
$309K 0.21%
1,428
-216
COP icon
89
ConocoPhillips
COP
$143B
$307K 0.2%
2,324
NEE icon
90
NextEra Energy
NEE
$179B
$299K 0.2%
3,217
-130
GILD icon
91
Gilead Sciences
GILD
$156B
$293K 0.19%
2,099
-473
COST icon
92
Costco
COST
$436B
$292K 0.19%
293
+35
ABT icon
93
Abbott
ABT
$154B
$283K 0.19%
2,758
-250
WFC.PRL icon
94
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.59B
$271K 0.18%
235
MO icon
95
Altria Group
MO
$120B
$269K 0.18%
4,076
AMZN icon
96
Amazon
AMZN
$2.57T
$263K 0.17%
1,261
+45
FLR icon
97
Fluor
FLR
$7.09B
$263K 0.17%
5,629
-522
TT icon
98
Trane Technologies
TT
$101B
$262K 0.17%
628
SO icon
99
Southern Company
SO
$106B
$260K 0.17%
2,698
IVW icon
100
iShares S&P 500 Growth ETF
IVW
$73.2B
$256K 0.17%
2,263
-85
1 2 3
4
5