CCM

Crew Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.9M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$1.6M
3
+$1.38M
4
TSLA icon
Tesla
TSLA
+$1.37M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.37M

Top Sells

1
+$4.38M
2
+$892K
3
+$768K
4
MSFT icon
Microsoft
MSFT
+$761K
5
FTNT icon
Fortinet
FTNT
+$742K

Sector Composition

1 Technology 13.38%
2 Healthcare 9.15%
3 Consumer Staples 8.14%
4 Consumer Discretionary 4.29%
5 Financials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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