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
576
$16.5K 0.01%
+151
577
$16.4K 0.01%
+885
578
$16.3K 0.01%
+506
579
$16.1K 0.01%
+158
580
$16.1K 0.01%
+225
581
$15.5K 0.01%
+499
582
$15.2K 0.01%
+185
583
$15.2K 0.01%
+207
584
$15.1K 0.01%
+518
585
$15K 0.01%
+1,001
586
$12.9K 0.01%
+325
587
$12.4K 0.01%
+214
588
$12.3K 0.01%
+208
589
$12.2K 0.01%
+69
590
$12.2K 0.01%
+184
591
$12.2K 0.01%
+92
592
$11.7K 0.01%
+182
593
$10.9K 0.01%
+569
594
$9.72K 0.01%
+152
595
$9.55K 0.01%
+380
596
$9.36K 0.01%
+126
597
$8.32K 0.01%
+93
598
$7.58K ﹤0.01%
+218
599
$5.82K ﹤0.01%
+144
600
$5.56K ﹤0.01%
+778