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
401
$58.4K 0.04%
+1,886
402
$58.3K 0.03%
+2,033
403
$57.8K 0.03%
+415
404
$57.4K 0.03%
+1,069
405
$57.4K 0.03%
+464
406
$56.9K 0.03%
+802
407
$56.8K 0.03%
+110
408
$56.5K 0.03%
+1,452
409
$56.5K 0.03%
+475
410
$56.4K 0.03%
+675
411
$56K 0.03%
+4,200
412
$55.9K 0.03%
+210
413
$55.5K 0.03%
+445
414
$55.5K 0.03%
+401
415
$55.1K 0.03%
+142
416
$54.6K 0.03%
+604
417
$54.4K 0.03%
+1,889
418
$54.2K 0.03%
+100
419
$53.8K 0.03%
+196
420
$53.5K 0.03%
+631
421
$53.2K 0.03%
+482
422
$53.1K 0.03%
+7
423
$53.1K 0.03%
+220
424
$53K 0.03%
+292
425
$52.9K 0.03%
+137