Coldstream Capital Management Inc Fund Performance

Hedge FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
Coldstream Capital Management IncColdstream Capital Management Inc0.24%$4691807000 1063 N/A

Top Holdings Performance History

Coldstream Capital Management Inc Holdings Map

Top 50 Coldstream Capital Management Inc Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Coldstream Capital Management Inc Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds