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
476
$14.8K ﹤0.01%
325
477
$14.8K ﹤0.01%
660
478
$14.5K ﹤0.01%
700
479
$14.5K ﹤0.01%
114
+63
480
$14.4K ﹤0.01%
1,250
481
$14.3K ﹤0.01%
800
482
$14.2K ﹤0.01%
300
483
$14.2K ﹤0.01%
50
484
$14.1K ﹤0.01%
166
485
$14.1K ﹤0.01%
200
486
$14.1K ﹤0.01%
176
487
$14K ﹤0.01%
335
-24
488
$13.9K ﹤0.01%
270
489
$13.5K ﹤0.01%
74
490
$13.4K ﹤0.01%
2,423
491
$13K ﹤0.01%
300
492
$12.8K ﹤0.01%
2,500
493
$12.3K ﹤0.01%
120
494
$12.1K ﹤0.01%
19
495
$11.6K ﹤0.01%
338
496
$11.5K ﹤0.01%
216
497
$11.4K ﹤0.01%
300
498
$11.4K ﹤0.01%
213
499
$11.4K ﹤0.01%
1,015
500
$11K ﹤0.01%
94