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
$107M
AUM Growth
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$529K
3
+$492K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$282K
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$242K

Top Sells

1
+$941K
2
+$542K
3
+$481K
4
SMG icon
ScottsMiracle-Gro
SMG
+$301K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$282K

Sector Composition

1 Technology 11.07%
2 Consumer Staples 7.52%
3 Healthcare 6.25%
4 Communication Services 6.17%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.19%
+990
102
$205K 0.19%
+2,000
103
$201K 0.19%
+3,897
104
– –
-5,480
105
– –
-1,230
106
– –
-32,900
1 2 3 4
5