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
401
$29.7K 0.01%
247
402
$29.6K 0.01%
877
403
$29K ﹤0.01%
150
+115
404
$28.8K ﹤0.01%
600
405
$28.8K ﹤0.01%
2,182
406
$28.7K ﹤0.01%
740
-25
407
$28.6K ﹤0.01%
+3,321
408
$28.3K ﹤0.01%
110
409
$28.1K ﹤0.01%
804
410
$27.8K ﹤0.01%
1,600
411
$27.1K ﹤0.01%
385
412
$26.4K ﹤0.01%
300
413
$25.2K ﹤0.01%
242
414
$25K ﹤0.01%
57
415
$24.9K ﹤0.01%
852
416
$24.8K ﹤0.01%
171
417
$24.8K ﹤0.01%
452
418
$24.8K ﹤0.01%
800
419
$24.7K ﹤0.01%
300
420
$24.3K ﹤0.01%
235
421
$24K ﹤0.01%
767
+60
422
$23.6K ﹤0.01%
1,200
423
$23.6K ﹤0.01%
204
424
$23.4K ﹤0.01%
275
425
$23.4K ﹤0.01%
1,150