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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
$92.9M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$1.66M
3
+$1.41M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.41M
5
TSLA icon
Tesla
TSLA
+$1.41M

Top Sells

1
+$4.37M
2
+$938K
3
+$796K
4
ISRG icon
Intuitive Surgical
ISRG
+$768K
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
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