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
526
$31.2K 0.02%
+82
527
$30.8K 0.02%
+179
528
$30.4K 0.02%
+213
529
$30.4K 0.02%
+147
530
$30.1K 0.02%
+392
531
$30K 0.02%
+220
532
$29.9K 0.02%
+589
533
$29.7K 0.02%
+529
534
$29.6K 0.02%
+473
535
$29.2K 0.02%
+6,670
536
$28.5K 0.02%
+783
537
$28.4K 0.02%
+2,351
538
$28.3K 0.02%
+371
539
$27.6K 0.02%
+388
540
$27.4K 0.02%
+161
541
$27.2K 0.02%
+153
542
$27.1K 0.02%
+2,709
543
$26.6K 0.02%
+160
544
$26.4K 0.02%
+959
545
$25.8K 0.02%
+161
546
$25.7K 0.02%
+873
547
$25.1K 0.02%
+125
548
$25K 0.02%
+608
549
$24.4K 0.01%
+1,253
550
$24.2K 0.01%
+433