CBT

Crews Bank & Trust Portfolio holdings

AUM $699M
1-Year Est. Return 12.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$3.82M
2 +$1.87M
3 +$1.44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.28M

Sector Composition

1 Technology 7.38%
2 Financials 4.92%
3 Healthcare 2.64%
4 Industrials 2.48%
5 Consumer Discretionary 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$24.8K ﹤0.01%
250
427
$24.7K ﹤0.01%
750
428
$24.6K ﹤0.01%
826
429
$24.6K ﹤0.01%
500
430
$24.5K ﹤0.01%
1,165
431
$24.2K ﹤0.01%
500
432
$24.2K ﹤0.01%
492
433
$24.2K ﹤0.01%
800
434
$24K ﹤0.01%
550
435
$24K ﹤0.01%
100
436
$24K ﹤0.01%
57
437
$23.9K ﹤0.01%
748
438
$23.9K ﹤0.01%
483
+69
439
$23.8K ﹤0.01%
300
-265
440
$23.8K ﹤0.01%
1,200
441
$23.6K ﹤0.01%
1,150
442
$23.4K ﹤0.01%
250
443
$23.3K ﹤0.01%
235
444
$23.2K ﹤0.01%
305
445
$22.8K ﹤0.01%
51
446
$22.7K ﹤0.01%
300
447
$22.7K ﹤0.01%
300
448
$22.4K ﹤0.01%
300
449
$22.4K ﹤0.01%
779
+12
450
$22.1K ﹤0.01%
500