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
$512M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.92M
3
+$2.68M
4
PG icon
Procter & Gamble
PG
+$950K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$901K

Top Sells

1
+$778K
2
+$651K
3
+$405K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$255K
5
IVT icon
InvenTrust Properties
IVT
+$107K

Sector Composition

1 Healthcare 26.6%
2 Technology 4.65%
3 Energy 4.1%
4 Financials 3.1%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.01%
766
227
$49K 0.01%
861
+368
228
$48K 0.01%
891
229
$48K 0.01%
62
+20
230
$48K 0.01%
+579
231
$47K 0.01%
411
+284
232
$47K 0.01%
257
233
$45K 0.01%
713
+625
234
$43K 0.01%
385
235
$42K 0.01%
+175
236
$42K 0.01%
380
237
$42K 0.01%
+1,695
238
$41K 0.01%
380
+100
239
$41K 0.01%
1,321
240
$40K 0.01%
459
241
$39K 0.01%
94
-6
242
$39K 0.01%
180
+60
243
$39K 0.01%
+1,900
244
$38K 0.01%
651
+645
245
$38K 0.01%
500
246
$38K 0.01%
530
247
$37K 0.01%
894
248
$37K 0.01%
277
249
$37K 0.01%
431
250
$37K 0.01%
245
+200
8 9
10
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