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
$156M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1 +$650K
2 +$648K
3 +$425K
4
AAPL icon
Apple
AAPL
+$415K
5
PFE icon
Pfizer
PFE
+$220K

Sector Composition

1 Technology 30.22%
2 Financials 13.55%
3 Healthcare 11.4%
4 Consumer Discretionary 9.46%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$39.1K 0.03%
575
502
$39K 0.03%
287
503
$38.8K 0.02%
134
504
$38.7K 0.02%
199
505
$38.7K 0.02%
1,474
506
$38.5K 0.02%
473
507
$38.5K 0.02%
528
508
$38.3K 0.02%
392
509
$38K 0.02%
191
510
$37.5K 0.02%
168
511
$37.2K 0.02%
563
+283
512
$36.8K 0.02%
1,793
513
$36.7K 0.02%
387
+148
514
$36K 0.02%
136
515
$35.8K 0.02%
220
516
$35K 0.02%
1,966
517
$34.6K 0.02%
1,723
+640
518
$34K 0.02%
233
+92
519
$33.9K 0.02%
388
520
$33.9K 0.02%
589
521
$33.8K 0.02%
213
522
$33.8K 0.02%
1,800
+915
523
$33.1K 0.02%
704
+164
524
$33K 0.02%
161
525
$32.9K 0.02%
371