CBT

Crews Bank & Trust Portfolio holdings

AUM $690M
1-Year Est. Return 13.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1 +$4.11M
2 +$3.46M
3 +$3.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.06M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$2.54M

Sector Composition

1 Technology 7.69%
2 Financials 4.62%
3 Healthcare 2.53%
4 Industrials 2.26%
5 Consumer Discretionary 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$28.7K ﹤0.01%
206
427
$28.4K ﹤0.01%
500
428
$28K ﹤0.01%
452
429
$27.9K ﹤0.01%
1,650
430
$27.3K ﹤0.01%
385
431
$27K ﹤0.01%
300
432
$26.6K ﹤0.01%
750
433
$26.5K ﹤0.01%
826
434
$26.5K ﹤0.01%
204
435
$26.2K ﹤0.01%
483
436
$26.1K ﹤0.01%
57
437
$25.8K ﹤0.01%
2,182
438
$25.7K ﹤0.01%
1,030
439
$25K ﹤0.01%
300
440
$24.9K ﹤0.01%
500
441
$24.8K ﹤0.01%
250
442
$24.7K ﹤0.01%
+774
443
$24.5K ﹤0.01%
500
444
$24.5K ﹤0.01%
305
445
$24.4K ﹤0.01%
499
446
$24.1K ﹤0.01%
100
447
$23.9K ﹤0.01%
250
448
$23.7K ﹤0.01%
200
449
$23.7K ﹤0.01%
1,150
450
$23.6K ﹤0.01%
705