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Crew Capital Management, Ltd. 13F Holdings
Holdings from the most recent 13F from Crew Capital Management, Ltd.
Filed: 2022-02-07 (Q4 2021) | Holdings: 113 | Value: $118.3M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Reduce 9% $(834.9K) | 6.84% | $8.1M | +74.11% | -11.32% | -11.14% | |
| PG - PROCTER AND GAMBLE CO | 6.61% | $7.8M | -0.73% | -2.88% | -11.78% | ||
| TQQQ - PROSHARES TR | Add 19% ($776.1K) | 4.07% | $4.8M | +183.71% | -46.27% | -55.78% | |
| IJH - ISHARES TR | Reduce 3% $(147.8K) | 3.74% | $4.4M | +48.94% | -8.41% | +3.20% | |
| CWB - SPDR SER TR | Reduce 4% $(161.8K) | 3.60% | $4.3M | +50.85% | -12.82% | -7.88% | |
| QQQ - INVESCO QQQ TR | Add 14% ($481.0K) | 3.31% | $3.9M | +106.92% | -15.95% | -13.38% | |
| EEM - ISHARES TR | Reduce 5% $(174.6K) | 2.96% | $3.5M | +54.40% | -18.01% | -14.70% | |
| ROBO - EXCHANGE TRADED CONCEPTS TR | Reduce 6% $(220.8K) | 2.88% | $3.4M | +44.34% | -23.40% | -11.64% | |
| VNQ - VANGUARD INDEX FDS | Reduce 3% $(93.3K) | 2.67% | $3.2M | +9.11% | -8.38% | -10.30% | |
| LLY - LILLY ELI & CO | 2.60% | $3.1M | +315.64% | +20.07% | +42.78% | ||
| GOOGL - ALPHABET INC | Reduce 3% $(101.4K) | 2.54% | $3.0M | +181.85% | -19.07% | -28.52% | |
| SNSR - GLOBAL X FDS | Reduce 5% $(152.6K) | 2.34% | $2.8M | +45.22% | -19.85% | -2.79% | |
| GLD - SPDR GOLD TR | Reduce 13% $(419.4K) | 2.30% | $2.7M | +155.53% | +1.63% | +2.53% | |
| HYG - ISHARES TR | Reduce 7% $(204.0K) | 2.24% | $2.7M | +21.89% | -7.29% | -4.65% | |
| IJR - ISHARES TR | Reduce 4% $(103.3K) | 2.13% | $2.5M | +39.53% | -8.30% | +1.05% | |
| MSFT - MICROSOFT CORP | Reduce 9% $(214.9K) | 1.92% | $2.3M | +41.90% | -11.99% | -10.63% | |
| NOBL - PROSHARES TR | 1.78% | $2.1M | +24.40% | -2.66% | +0.87% | ||
| XBI - SPDR SER TR | Reduce 4% $(77.8K) | 1.76% | $2.1M | +45.70% | -30.77% | -6.23% | |
| V - VISA INC | Reduce 3% $(65.0K) | 1.60% | $1.9M | +47.82% | -14.56% | +2.51% | |
| SPTM - SPDR SER TR | Add 14% ($207.2K) | 1.39% | $1.6M | +73.31% | -10.45% | -5.89% | |
| IVV - ISHARES TR | Add 17% ($241.3K) | 1.39% | $1.6M | +75.90% | -10.58% | -6.58% | |
| PGX - INVESCO EXCH TRADED FD TR II | Reduce 4% $(61.6K) | 1.38% | $1.6M | +3.47% | -12.67% | -5.05% | |
| META - META PLATFORMS INC | Reduce 7% $(126.1K) | 1.36% | $1.6M | +173.29% | -11.16% | -16.94% | |
| XLK - SELECT SECTOR SPDR TR | 1.30% | $1.5M | +132.59% | -14.34% | -9.39% | ||
| TLT - ISHARES TR | Reduce 3% $(39.3K) | 1.28% | $1.5M | -27.74% | -16.65% | -21.73% | |
| NVDA - NVIDIA CORPORATION | Reduce 5% $(71.2K) | 1.18% | $1.4M | +802.65% | -30.40% | -8.76% | |
| SPLG - SPDR SER TR | Add 8% ($86.5K) | 0.99% | $1.2M | +75.90% | -10.56% | -6.56% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(10.8K) | 0.98% | $1.2M | +46.34% | +4.36% | -1.82% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 4% $(47.7K) | 0.96% | $1.1M | +39.94% | -17.20% | -13.11% | |
| DIS - DISNEY WALT CO | 0.94% | $1.1M | -24.41% | -24.55% | -21.17% | ||
| XLY - SELECT SECTOR SPDR TR | 0.89% | $1.0M | +34.91% | -17.35% | -17.43% | ||
| JPM - JPMORGAN CHASE & CO | 0.83% | $985.0K | +115.76% | -20.80% | -4.94% | ||
| SCHE - SCHWAB STRATEGIC TR | Reduce 5% $(46.7K) | 0.80% | $947.0K | +39.64% | -16.85% | -13.30% | |
| CINF - CINCINNATI FINL CORP | 0.73% | $864.0K | +49.15% | +3.06% | +7.32% | ||
| MVV - PROSHARES TR | 0.73% | $859.0K | +45.59% | -17.94% | -4.30% | ||
| DAL - DELTA AIR LINES INC DEL | 0.72% | $849.0K | +77.43% | -7.52% | -4.64% | ||
| KR - KROGER CO | Add 1% ($10.0K) | 0.59% | $698.0K | +58.31% | +22.83% | +0.65% | |
| WFC-PL - WELLS FARGO CO NEW | New Purchase | 0.58% | $690.0K | +41.29% | -23.79% | -14.70% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 7% $(49.9K) | 0.57% | $679.0K | +0.27% | +15.97% | +14.53% | |
| IEF - ISHARES TR | Reduce 2% $(10.3K) | 0.56% | $660.0K | -2.54% | -7.90% | -10.02% | |
| ABT - ABBOTT LABS | 0.54% | $633.0K | -29.68% | -15.46% | -12.05% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 9% $(59.8K) | 0.53% | $625.0K | +50.67% | -1.67% | -3.08% | |
| FLR - FLUOR CORP NEW | New Purchase | 0.51% | $598.0K | +105.89% | +17.91% | +67.53% | |
| SCHG - SCHWAB STRATEGIC TR | 0.50% | $594.0K | +90.48% | -16.93% | -13.55% | ||
| SPY - SPDR S&P 500 ETF TR | 0.50% | $591.0K | +75.43% | -10.59% | -6.59% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | New Purchase | 0.47% | $555.0K | +52.51% | -6.88% | -1.66% | |
| INTC - INTEL CORP | Reduce 4% $(20.6K) | 0.46% | $549.0K | +188.68% | -9.52% | -38.53% | |
| GOOG - ALPHABET INC | Reduce 18% $(115.8K) | 0.45% | $530.0K | +180.55% | -18.64% | -28.05% | |
| SPSB - SPDR SER TR | Add 4% ($18.2K) | 0.42% | $498.0K | +15.80% | -1.99% | -1.50% | |
| SCHF - SCHWAB STRATEGIC TR | 0.42% | $498.0K | +64.25% | -13.59% | -5.21% | ||
| GE - GENERAL ELECTRIC CO | Reduce 100% | 0.00% | $0.00 | ||||
| IGSB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHA - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||