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
551
$24.2K 0.01%
+296
552
$24.1K 0.01%
+140
553
$24.1K 0.01%
+226
554
$24K 0.01%
+411
555
$23.9K 0.01%
+490
556
$23.7K 0.01%
+478
557
$23.1K 0.01%
+540
558
$22.9K 0.01%
+239
559
$22.8K 0.01%
+584
560
$22.5K 0.01%
+157
561
$22.2K 0.01%
+339
562
$21.7K 0.01%
+765
563
$20.2K 0.01%
+174
564
$19.9K 0.01%
+120
565
$19.6K 0.01%
+451
566
$19.4K 0.01%
+429
567
$19.1K 0.01%
+404
568
$19K 0.01%
+1,083
569
$19K 0.01%
+658
570
$19K 0.01%
+167
571
$17.5K 0.01%
+83
572
$17.1K 0.01%
+410
573
$17K 0.01%
+280
574
$16.9K 0.01%
+1,622
575
$16.7K 0.01%
+141