CCM

Crew Capital Management Portfolio holdings

AUM $149M
1-Year Est. Return 19.07%
This Quarter Est. Return
1 Year Est. Return
+19.07%
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 Buys

1 +$813K
2 +$445K
3 +$414K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$412K
5
TSLA icon
Tesla
TSLA
+$396K

Top Sells

1 +$740K
2 +$519K
3 +$514K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$443K
5
META icon
Meta Platforms (Facebook)
META
+$379K

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
-10,050