CBT

Crews Bank & Trust Portfolio holdings

AUM $683M
1-Year Est. Return 10.44%
This Quarter Est. Return
1 Year Est. Return
+10.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$586M
AUM Growth
-$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Sells

1 +$705K
2 +$691K
3 +$211K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$201K
5
AAPL icon
Apple
AAPL
+$178K

Sector Composition

1 Technology 7.27%
2 Financials 5.01%
3 Healthcare 3.15%
4 Industrials 2.49%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$46.8K 0.01%
7,142
352
$46.6K 0.01%
565
353
$46.5K 0.01%
469
354
$45.1K 0.01%
400
355
$44.8K 0.01%
401
356
$44.4K 0.01%
327
+162
357
$43.8K 0.01%
1,116
358
$43.5K 0.01%
565
359
$43.3K 0.01%
159
360
$43.1K 0.01%
+226
361
$42.8K 0.01%
632
362
$42.2K 0.01%
330
363
$42K 0.01%
100
364
$41.9K 0.01%
400
365
$41.1K 0.01%
893
366
$40.6K 0.01%
333
367
$40.5K 0.01%
93
368
$40.4K 0.01%
1,670
369
$39.9K 0.01%
150
370
$39.8K 0.01%
107
371
$39.7K 0.01%
200
372
$39.3K 0.01%
773
373
$39.1K 0.01%
2,000
374
$39K 0.01%
58
375
$38.4K 0.01%
351