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
-$148K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$457K
3
+$297K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$293K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$280K

Top Sells

1
+$622K
2
+$372K
3
+$168K
4
PGX icon
Invesco Preferred ETF
PGX
+$135K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$85K

Sector Composition

1 Energy 19.2%
2 Technology 5.64%
3 Financials 4.12%
4 Industrials 2.08%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K 0.01%
158
227
$7K 0.01%
+175
228
$7K 0.01%
90
229
$7K 0.01%
106
230
$7K 0.01%
250
231
$7K 0.01%
402
232
$7K 0.01%
140
+4
233
$6K 0.01%
105
234
$6K 0.01%
+291
235
$6K 0.01%
+140
236
$5K ﹤0.01%
+50
237
$5K ﹤0.01%
200
238
$5K ﹤0.01%
250
239
$5K ﹤0.01%
50
240
$4K ﹤0.01%
158
241
$4K ﹤0.01%
57
242
$4K ﹤0.01%
233
243
$4K ﹤0.01%
280
244
$4K ﹤0.01%
128
245
$4K ﹤0.01%
500
246
$3K ﹤0.01%
64
247
$3K ﹤0.01%
250
248
$3K ﹤0.01%
64
249
$3K ﹤0.01%
27
250
$3K ﹤0.01%
70
8 9
10
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