CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
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
+$2.34M
2
+$468K
3
+$307K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$298K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$290K

Top Sells

1
+$622K
2
+$386K
3
+$195K
4
PGX icon
Invesco Preferred ETF
PGX
+$135K
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$92.5K

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%
402
228
$7K 0.01%
90
229
$7K 0.01%
106
230
$7K 0.01%
250
231
$7K 0.01%
140
+4
232
$7K 0.01%
+175
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
11 12