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
426
$52.8K 0.03%
+880
427
$52.7K 0.03%
+418
428
$52.6K 0.03%
+884
429
$52.6K 0.03%
+675
430
$52.4K 0.03%
+615
431
$52K 0.03%
+502
432
$52K 0.03%
+174
433
$51.5K 0.03%
+1,428
434
$51.4K 0.03%
+235
435
$51K 0.03%
+478
436
$50.9K 0.03%
+436
437
$50.7K 0.03%
+164
438
$50.3K 0.03%
+316
439
$50.2K 0.03%
+2,738
440
$49.9K 0.03%
+172
441
$49.7K 0.03%
+870
442
$49.6K 0.03%
+167
443
$49.4K 0.03%
+510
444
$49.3K 0.03%
+268
445
$48.8K 0.03%
+484
446
$47.8K 0.03%
+1,081
447
$47.4K 0.03%
+313
448
$47.4K 0.03%
+447
449
$46.9K 0.03%
+3,761
450
$46.9K 0.03%
+1,110