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
476
$41.1K 0.02%
+392
477
$40.9K 0.02%
+794
478
$40.8K 0.02%
+453
479
$40.3K 0.02%
+2,838
480
$39.9K 0.02%
+691
481
$39.7K 0.02%
+2,182
482
$39.4K 0.02%
+527
483
$38.9K 0.02%
+148
484
$38.8K 0.02%
+1,957
485
$38.8K 0.02%
+732
486
$38.7K 0.02%
+287
487
$38.7K 0.02%
+90
488
$38.5K 0.02%
+1,283
489
$38.4K 0.02%
+490
490
$38.4K 0.02%
+518
491
$38.3K 0.02%
+548
492
$38.1K 0.02%
+444
493
$37.9K 0.02%
+1,315
494
$37.5K 0.02%
+246
495
$37.5K 0.02%
+208
496
$37.5K 0.02%
+1,320
497
$37.4K 0.02%
+1,316
498
$37.4K 0.02%
+3,517
499
$36.9K 0.02%
+335
500
$36.7K 0.02%
+5,946