CC

Crescent Capital Consulting, LLC

13F
Crescent Capital Consulting, LLC
Last update 2022-01-18 494 Stocks (21 new)
Value $607.00 Mil Turnover 13 %
Countries:
Top Holdings: IVV(11.05%)IWF(5.63%)BSJN(3.60%)BSJM(3.59%)FCX(3.29%)
Portfolio Report
Summary Stock Picks Current Portfolio
Crescent Capital Consulting, L... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
140,585
67058.000
+1.69%
11.050
+0.18%
0.020
+6.72%
+22.39%
548894.685
 
IWF 		iShares Russell 1000 Growth ETF
1,123,817
34130.000
+2.32%
5.630
+0.13%
0.440
+9.33%
+27.60%
100698.334
 
BSJN 		Invesco BulletShares 2023 High Yield Corporate Bon
863,246
21837.000
+6.65%
3.600
+0.22%
2.910
-0.04%
+0.77%
406.291
 
BSJM 		Invesco BulletShares 2022 High Yield Corporate Bon
938,547
21804.000
+5.90%
3.590
+0.20%
2.930
0%
0%
455.607
 
FCX 		Freeport-McMoRan Inc
478,980
19988.000
0%
3.290
0%
0.030
+5.26%
+10.78%
66914.399
Metals & Mining
VONG 		Vanguard Russell 1000 Growth Index Fund
227,502
17868.000
-3.13%
2.950
-0.10%
0.210
+9.30%
+27.56%
21107.857
 
IWD 		iShares Russell 1000 Value ETF
96,814
16257.000
+5.00%
2.680
+0.13%
0.030
+4.07%
+14.58%
59522.217
 
IVW 		iShares S&P 500 Growth ETF
180,613
15111.000
+48.03%
2.490
+0.81%
0.040
+9.34%
+31.09%
54904.656
 
PSI 		Invesco Dynamic Semiconductors ETF
269,841
13816.000
+14.39%
2.280
+0.29%
1.640
+2.79%
+17.60%
759.642
 
TIP 		iShares TIPS Bond ETF
106,596
13768.000
+744.59%
2.270
+2.00%
0.040
+0.66%
+0.68%
18029.831
 

Crescent Capital Consulting, LLC's Historical Top Holdings Breakdowns

Crescent Capital Consulting, LLC Total Holding History ($B)

To

Crescent Capital Consulting, LLC's Asset Allocation

To

Crescent Capital Consulting, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Crescent Capital Consulting, LLC's Hypothetical Growth since 2021-12-31

Crescent Capital Consulting, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Crescent Capital Consulting, LLC's Holdings Heat Map

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Crescent Capital Consulting, LLC's Holdings Bubble Chart

Crescent Capital Consulting, LLC News

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