C
Croban Portfolio holdings
AUM
$150M
1-Year Est. Return
9.43%
1 Year Est. Return
+9.43%
AUM
$117M
AUM Growth
+$8.51M
(+7.8%)
Holding
77
Top Buys
| 1 | +$3.44M | |
| 2 | +$2.07M | |
| 3 | +$1.62M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.6M |
| 5 |
Home Depot
HD
|
+$416K |
Top Sells
| 1 | +$1.76M | |
| 2 | +$1.11M | |
| 3 | +$835K | |
| 4 |
UnitedHealth
UNH
|
+$818K |
| 5 |
Target
TGT
|
+$721K |
Sector Composition
| 1 | Financials | 5.11% |
| 2 | Industrials | 4.75% |
| 3 | Utilities | 3.89% |
| 4 | Consumer Staples | 3.84% |
| 5 | Technology | 2.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Target
TGT
$42.2B
| – | – |
-6,908
|
|
||
|
77
UnitedHealth
UNH
$312B
| – | – |
-1,562
|
|