C
Croban Portfolio holdings
AUM
$150M
1-Year Est. Return
9.43%
1 Year Est. Return
+9.43%
AUM
$150M
AUM Growth
+$33M
(+28%)
Holding
80
Top Buys
| 1 | +$6.71M | |
| 2 | +$2.96M | |
| 3 | +$1.81M | |
| 4 |
T. Rowe Price Blue Chip Growth ETF
TCHP
|
+$1.75M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$1.73M |
Top Sells
| 1 | +$1.18M | |
| 2 | +$1.11M | |
| 3 | +$1.06M | |
| 4 |
American Electric Power
AEP
|
+$1.03M |
| 5 |
Qualcomm
QCOM
|
+$887K |
Sector Composition
| 1 | Financials | 4.39% |
| 2 | Industrials | 4.2% |
| 3 | Utilities | 3.85% |
| 4 | Consumer Staples | 2.74% |
| 5 | Healthcare | 2.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Financial Group
AFG
$10.9B
| $297K | 0.2% |
2,037
-8,081
|
|
||
77
Coca-Cola Europacific Partners
CCEP
$40.2B
| $274K | 0.18% |
3,033
-258
|
|
||
|
78
Qualcomm
QCOM
$191B
| $260K | 0.17% |
1,560
-5,333
|
|
||
79
iShares US Technology ETF
IYW
$23.3B
| $218K | 0.15% |
+1,111
|
|
||
|
80
American Electric Power
AEP
$65.2B
| – | – |
-9,937
|
|