CCM
Crew Capital Management Portfolio holdings
AUM
$140M
1-Year Return
18.67%
This Quarter Return
+8.68%
1 Year Return
+18.67%
3 Year Return
+81.18%
5 Year Return
–
10 Year Return
–
AUM
$69.6M
AUM Growth
-$28.9K
(-0.04%)
Cap. Flow
-$4.95M
Cap. Flow
% of AUM
-7.11%
Top 10 Holdings %
Top 10 Hldgs %
45.73%
Holding
101
New
11
Increased
11
Reduced
47
Closed
14
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$813K |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$445K |
| 3 |
Amazon
AMZN
|
$414K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$412K |
| 5 |
Tesla
TSLA
|
$396K |
Top Sells
| 1 |
Apple
AAPL
|
$740K |
| 2 |
Global X Internet of Things ETF
SNSR
|
$519K |
| 3 |
Visa
V
|
$514K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$443K |
| 5 |
Meta Platforms (Facebook)
META
|
$379K |
Sector Composition
| 1 | Technology | 15.25% |
| 2 | Consumer Staples | 11.92% |
| 3 | Healthcare | 10.96% |
| 4 | Financials | 6.37% |
| 5 | Communication Services | 4.44% |
