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CCM
Crew Capital Management Portfolio holdings
AUM
$151M
1-Year Est. Return
20.49%
This Fund
S&P 500
1 Year Est. Return
+20.49%
AUM
$151M
AUM Growth
-$8.09M
(-5.1%)
Holding
114
Top Buys
| 1 | +$1.15M | |
| 2 | +$254K | |
| 3 | +$243K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$226K |
| 5 |
F/M 10-Year Investment Grade Corporate Bond ETF
ZTEN
|
+$162K |
Top Sells
| 1 | +$1.35M | |
| 2 | +$651K | |
| 3 | +$465K | |
| 4 |
Procter & Gamble
PG
|
+$315K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
| $251K | 0.17% |
+5,029
|
|
||
102
Verizon
VZ
$201B
| $250K | 0.17% |
4,975
|
|
||
103
Honeywell
HON
$140B
| $246K | 0.16% |
1,090
|
|
||
104
Pinnacle Financial Partners Inc
PNFP
$14.6B
| $225K | 0.15% |
+2,615
|
|
||
105
Duke Energy
DUK
$97.4B
| $214K | 0.14% |
1,631
-200
|
|
||
106
UnitedHealth
UNH
$371B
| $206K | 0.14% |
761
+30
|
|
||
107
First Horizon
FHN
$11.9B
| $202K | 0.13% |
8,883
|
|
||
108
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
| $201K | 0.13% |
2,166
|
|
||
109
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| – | – |
-4,962
|
|
||
110
Palantir
PLTR
$307B
| – | – |
-1,668
|
|
||
111
Qualcomm
QCOM
$223B
| – | – |
-1,237
|
|
||
|
SNV
112
DELISTED
Synovus
SNV
| – | – |
-4,995
|
|
||
113
Tesla
TSLA
$1.53T
| – | – |
-3,009
|
|