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CCM

Cribstone Capital Management Portfolio holdings

AUM $172M
1-Year Est. Return 13.58%
This Fund
S&P 500
This Quarter Est. Return
+3.08%
1 Year Est. Return
-13.58%
3 Year Est. Return
+22.36%
5 Year Est. Return
+42%
10 Year Est. Return
AUM
$184M
AUM Growth
-$5.92M
Cap. Flow
-$11.1M
Cap. Flow %
-6.07%
Top 10 Hldgs %
26.84%
Holding
713
New
42
Increased
73
Reduced
221
Closed
88
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TOTL icon
1
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$7.03M 3.83%
143,299
-33,349
-19% -$1.62M
EFA icon
2
iShares MSCI EAFE ETF
EFA
$76.5B
$6.92M 3.77%
105,359
-4,991
-5% -$327K
INTF icon
3
iShares International Equity Factor ETF
INTF
$3.5B
$5.79M 3.15%
220,347
+4,939
+2% +$130K
XLY icon
4
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$4.56M 2.48%
76,460
+17,882
+31% +$1.05M
VCSH icon
5
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$4.35M 2.37%
53,901
-44,521
-45% -$3.55M
GLD icon
6
SPDR Gold Trust
GLD
$130B
$4.3M 2.34%
32,285
+1,252
+4% +$155K
FNDC icon
7
Schwab Fundamental International Small Company Index ETF
FNDC
$3B
$4.23M 2.31%
135,593
+481
+0.4% +$14.9K
QDF icon
8
FlexShares Quality Dividend Index Fund
QDF
$2.22B
$4.13M 2.25%
91,978
-26,819
-23% -$1.2M
BSCL
9
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
$3.99M 2.17%
188,359
-12,943
-6% -$273K
DSI icon
10
iShares MSCI KLD 400 Social ETF
DSI
$5.25B
$3.98M 2.17%
72,734
+4,504
+7% +$242K
XLF icon
11
State Street Financial Select Sector SPDR ETF
XLF
$54.8B
$3.82M 2.08%
138,338
+28,694
+26% +$777K
AAPL icon
12
Apple
AAPL
$4.9T
$3.74M 2.03%
75,504
+1,444
+2% +$70.4K
RSPT icon
13
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.38B
$3.59M 1.95%
202,180
+86,760
+75% +$1.5M
MSFT icon
14
Microsoft
MSFT
$2.93T
$3.5M 1.91%
26,139
+1,346
+5% +$171K
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.4M 1.85%
15,957
-2,526
-14% -$523K
SPLV icon
16
Invesco S&P 500 Low Volatility ETF
SPLV
$7.19B
$3.35M 1.83%
60,912
-93,306
-61% -$5.02M
IDXX icon
17
Idexx Laboratories
IDXX
$44.8B
$3.1M 1.69%
11,251
-523
-4% -$129K
BSCN
18
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
$3.03M 1.65%
143,305
+7,071
+5% +$148K
BSCM
19
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$3.03M 1.65%
141,653
+373
+0.3% +$7.9K
BSCO
20
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$2.92M 1.59%
137,585
+14,457
+12% +$302K
SPY icon
21
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.67M 1.45%
9,094
+4,695
+107% +$1.35M
BSCP
22
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.54M 1.38%
119,796
+36,725
+44% +$761K
PG icon
23
Procter & Gamble
PG
$349B
$2.5M 1.36%
22,796
-4,139
-15% -$441K
VCIT icon
24
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$2.37M 1.29%
26,425
-36,842
-58% -$3.22M
JNJ icon
25
Johnson & Johnson
JNJ
$609B
$2.33M 1.27%
16,765
-838
-5% -$116K

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Cribstone Capital Management's Q2 2019 Portfolio in Review

As of Q2 2019, Cribstone Capital Management held 713 positions worth $184M, down 3.1% from $190M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Cribstone Capital Management withdrew a net $11.1M in Q2 2019, closing 88 positions and reducing 221 holdings. Its most notable exit was iShares TIPS Bond ETF, an estimated $118K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 8.9% of assets, down from 9.1% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Cribstone Capital Management opened a new position in State Street Communication Services Select Sector SPDR ETF worth $1.79M.

  • Cribstone Capital Management's largest Q2 2019 buy was State Street Communication Services Select Sector SPDR ETF: 36,342 shares worth $1.79M.
  • Cribstone Capital Management added most to Invesco S&P 500 Equal Weight Technology ETF in Q2 2019, an estimated $1.5M increase.
  • Cribstone Capital Management's biggest Q2 2019 reduction was Invesco S&P 500 Low Volatility ETF, cutting an estimated $5.02M.
  • Cribstone Capital Management fully exited iShares TIPS Bond ETF in Q2 2019, selling an estimated $118K.
  • Cribstone Capital Management's ten largest holdings make up 27% of its $184M portfolio in Q2 2019.
  • Cribstone Capital Management opened 42 new positions and closed 88 in Q2 2019.
  • Cribstone Capital Management's portfolio value fell 3.1% quarter-over-quarter to $184M.

Based on Cribstone Capital Management's 13F filing for Q2 2019, filed 22 Jul 2019.