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
$79.5M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$384K
2
+$148K
3
+$71.8K
4
BAR icon
GraniteShares Gold Shares
BAR
+$70.4K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$52.9K

Top Sells

1
+$2.57M
2
+$2.04M
3
+$311K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$289K
5
AMZN icon
Amazon
AMZN
+$271K

Sector Composition

1 Technology 12.4%
2 Consumer Staples 10.57%
3 Healthcare 10.01%
4 Communication Services 5.55%
5 Financials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-5,719
102
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-1,580
103
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-275
104
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-1,040
105
– –
-729
106
– –
-1,465
107
– –
-1,535
108
– –
-1,841
109
– –
-1,078
110
– –
-885
111
– –
-1,085
1 2 3 4
5