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
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.6M
3
+$3.35M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.91M

Top Sells

1
+$1.66M
2
+$1.13M
3
+$183K
4
SNAP icon
Snap
SNAP
+$150K
5
DVY icon
iShares Select Dividend ETF
DVY
+$77.3K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.37%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K ﹤0.01%
350
227
$16K ﹤0.01%
100
+50
228
$16K ﹤0.01%
483
229
$16K ﹤0.01%
302
-39
230
$16K ﹤0.01%
372
231
$16K ﹤0.01%
500
232
$16K ﹤0.01%
370
233
$15K ﹤0.01%
450
234
$14K ﹤0.01%
+52
235
$14K ﹤0.01%
87
236
$14K ﹤0.01%
500
+100
237
$14K ﹤0.01%
300
238
$14K ﹤0.01%
38
239
$14K ﹤0.01%
28
240
$14K ﹤0.01%
248
241
$13K ﹤0.01%
300
-136
242
$13K ﹤0.01%
50
243
$13K ﹤0.01%
264
244
$13K ﹤0.01%
74
245
$13K ﹤0.01%
66
246
$13K ﹤0.01%
184
247
$13K ﹤0.01%
185
248
$12K ﹤0.01%
95
249
$12K ﹤0.01%
1,143
-200
250
$12K ﹤0.01%
+254
8 9
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