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
501
$36.6K 0.02%
+119
502
$36.5K 0.02%
+370
503
$36.4K 0.02%
+197
504
$36K 0.02%
+428
505
$35.9K 0.02%
+191
506
$35.8K 0.02%
+448
507
$35.7K 0.02%
+1,966
508
$35.2K 0.02%
+500
509
$35.1K 0.02%
+9,276
510
$35K 0.02%
+134
511
$35K 0.02%
+199
512
$34.6K 0.02%
+149
513
$34.5K 0.02%
+708
514
$34.4K 0.02%
+117
515
$34.2K 0.02%
+168
516
$33.8K 0.02%
+311
517
$33.8K 0.02%
+1,474
518
$33.7K 0.02%
+1,793
519
$33.5K 0.02%
+136
520
$33.5K 0.02%
+647
521
$33.2K 0.02%
+528
522
$33.1K 0.02%
+373
523
$32.6K 0.02%
+575
524
$32.2K 0.02%
+1,206
525
$32.2K 0.02%
+343