CCM

Crew Capital Management Portfolio holdings

AUM $159M
1-Year Est. Return 21.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.6M
AUM Growth
-$28.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$662K
2 +$507K
3 +$499K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$458K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$358K

Sector Composition

1 Technology 15.25%
2 Consumer Staples 11.92%
3 Healthcare 10.96%
4 Financials 6.37%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,110