CCM

Cribstone Capital Management Portfolio holdings

AUM $172M
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
-13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$2.63M
3
+$2.56M
4
UAA icon
Under Armour
UAA
+$1.82M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.73M

Top Sells

1
+$1.96M
2
+$1.47M
3
+$1.33M
4
VTRS icon
Viatris
VTRS
+$1.24M
5
XOM icon
Exxon Mobil
XOM
+$1.23M

Sector Composition

1 Healthcare 10.54%
2 Technology 5.93%
3 Industrials 5.78%
4 Consumer Discretionary 5.24%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
+60
627
$2K ﹤0.01%
+254
628
$1K ﹤0.01%
+200
629
$1K ﹤0.01%
+40
630
$1K ﹤0.01%
+57
631
$1K ﹤0.01%
+59
632
$1K ﹤0.01%
+23
633
$1K ﹤0.01%
+20
634
$1K ﹤0.01%
+21
635
$1K ﹤0.01%
+42
636
$1K ﹤0.01%
+32
637
$1K ﹤0.01%
+35
638
$1K ﹤0.01%
+27
639
$1K ﹤0.01%
+45
640
$1K ﹤0.01%
+41
641
$1K ﹤0.01%
+250
642
$1K ﹤0.01%
+20
643
$1K ﹤0.01%
+90
644
$1K ﹤0.01%
+100
645
$1K ﹤0.01%
+50
646
$1K ﹤0.01%
+21
647
$1K ﹤0.01%
+55
648
$1K ﹤0.01%
+49
649
$1K ﹤0.01%
+67
650
$1K ﹤0.01%
+50
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