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Aryn Sands

@Crescent Sterling, Ltd.

Latest period2024 - Q4ReportedManaged Assets$97.472MTotal holdings75
Assets growth rate-7.15%Assets growth rate (2-Q avg)-3.29%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crescent Sterling, Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Crescent Sterling, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 97.472M in assets, with a quarterly growth rate of -7.15% and a 2-quarter average growth rate of -3.29%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CSCOCisco Sys Inc
Recent Activity
Decreased -0.95%
2.92%
$2.841M
47,989 shares@ $59.21 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -12.47%
2.49%
$2.426M
22,557 shares@ $107.58 avg price
AMGNAmgen Inc
Recent Activity
Increased 4.94%
2.49%
$2.426M
9,309 shares@ $260.65 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 3.83%
2.41%
$2.348M
4,123 shares@ $569.6 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -1.55%
2.38%
$2.312M
7,973 shares@ $290.05 avg price
DOWDow Inc
Recent Activity
Decreased -2.12%
2.09%
$2.028M
50,533 shares@ $40.13 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 305.21%
1.91%
$1.855M
66,555 shares@ $27.88 avg price
SWKStanley Black & Decker Inc
Recent Activity
Decreased -4.13%
1.87%
$1.819M
22,650 shares@ $80.3 avg price
PSXPhillips 66
Recent Activity
Decreased -1.08%
1.73%
$1.683M
14,772 shares@ $113.94 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.65%
1.61%
$1.568M
6,943 shares@ $225.89 avg price