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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$86K 0.02%
16,334
+2,000
227
$86K 0.02%
6,970
228
$86K 0.02%
679
+365
229
$86K 0.02%
2,223
230
$86K 0.02%
1,660
+321
231
$86K 0.02%
276
+46
232
$85K 0.02%
1,171
+9
233
$85K 0.02%
3,364
+10
234
$84K 0.02%
1,543
+104
235
$82K 0.02%
2,000
236
$82K 0.02%
1,020
+200
237
$80K 0.02%
+399
238
$79K 0.02%
1,427
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239
$79K 0.02%
1,548
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240
$78K 0.02%
+1,118
241
$77K 0.02%
4,153
242
$77K 0.02%
2,141
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243
$77K 0.02%
1,939
244
$76K 0.02%
2,334
+2,086
245
$75K 0.02%
4,517
246
$74K 0.02%
585
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247
$74K 0.02%
1,406
248
$74K 0.02%
330
249
$74K 0.02%
+1,481
250
$73K 0.02%
+270
8 9
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