CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.3M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.43M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.33%
2 Technology 5.23%
3 Financials 3.87%
4 Real Estate 2.49%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K 0.01%
+136
227
$8K 0.01%
+158
228
$7K 0.01%
+607
229
$7K 0.01%
+105
230
$7K 0.01%
+90
231
$7K 0.01%
+402
232
$6K 0.01%
+106
233
$6K 0.01%
+2,435
234
$6K 0.01%
+50
235
$6K 0.01%
+42
236
$5K ﹤0.01%
+200
237
$5K ﹤0.01%
+56
238
$5K ﹤0.01%
+250
239
$4K ﹤0.01%
+158
240
$4K ﹤0.01%
+57
241
$4K ﹤0.01%
+233
242
$4K ﹤0.01%
+280
243
$4K ﹤0.01%
+128
244
$4K ﹤0.01%
+500
245
$4K ﹤0.01%
+40
246
$3K ﹤0.01%
+64
247
$3K ﹤0.01%
+33
248
$3K ﹤0.01%
+64
249
$3K ﹤0.01%
+27
250
$3K ﹤0.01%
+50
8 9
10
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