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
601
$5.43K ﹤0.01%
+158
602
$4.53K ﹤0.01%
+108
603
$4.52K ﹤0.01%
+399
604
$3.92K ﹤0.01%
+168
605
$3.86K ﹤0.01%
+98
606
$3.62K ﹤0.01%
+74
607
$2.88K ﹤0.01%
+90
608
$2.85K ﹤0.01%
+126
609
$1.31K ﹤0.01%
+47
610
$560 ﹤0.01%
+34
611
$250 ﹤0.01%
+9