CH

Cromwell Holdings Portfolio holdings

AUM $187M
1-Year Est. Return 27.11%
This Quarter Est. Return
1 Year Est. Return
+27.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1 +$8.88M
2 +$8.77M
3 +$8.42M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$8.18M
5
AAPL icon
Apple
AAPL
+$8.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.86%
2 Financials 11.48%
3 Healthcare 10.21%
4 Consumer Discretionary 8.19%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$90.5K 0.05%
+703
302
$90.4K 0.05%
+404
303
$89.7K 0.05%
+508
304
$89.7K 0.05%
+430
305
$89.3K 0.05%
+4,191
306
$89.1K 0.05%
+674
307
$88.1K 0.05%
+10,973
308
$87.8K 0.05%
+1,222
309
$87.2K 0.05%
+1,176
310
$87.2K 0.05%
+5,225
311
$87.1K 0.05%
+1,744
312
$86.9K 0.05%
+1,328
313
$86.7K 0.05%
+315
314
$86.6K 0.05%
+1,551
315
$86.3K 0.05%
+2,446
316
$86.3K 0.05%
+546
317
$86.1K 0.05%
+450
318
$86.1K 0.05%
+2,795
319
$85.9K 0.05%
+2,542
320
$85.7K 0.05%
+1,588
321
$85.6K 0.05%
+508
322
$84.4K 0.05%
+4,488
323
$84.4K 0.05%
+1,030
324
$83.4K 0.05%
+3,450
325
$82.5K 0.05%
+1,204