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
326
$82.3K 0.05%
+510
327
$81.7K 0.05%
+448
328
$81.7K 0.05%
+634
329
$81.4K 0.05%
+765
330
$81.3K 0.05%
+181
331
$80.7K 0.05%
+821
332
$80.2K 0.05%
+1,606
333
$79.6K 0.05%
+2,299
334
$79.3K 0.05%
+327
335
$79.1K 0.05%
+246
336
$79.1K 0.05%
+1,015
337
$78.5K 0.05%
+2,436
338
$78.4K 0.05%
+1,141
339
$78.2K 0.05%
+347
340
$78.1K 0.05%
+1,489
341
$77.7K 0.05%
+1,286
342
$77.6K 0.05%
+655
343
$76.7K 0.05%
+8,193
344
$76.3K 0.05%
+1,101
345
$75.4K 0.05%
+971
346
$75.3K 0.05%
+2,398
347
$74.9K 0.04%
+783
348
$74.8K 0.04%
+741
349
$74.7K 0.04%
+771
350
$74.7K 0.04%
+448