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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$102K 0.01%
4,260
227
$102K 0.01%
2,034
228
$102K 0.01%
1,134
229
$101K 0.01%
1,080
230
$99.4K 0.01%
334
-4
231
$98.7K 0.01%
13,149
232
$97.6K 0.01%
1,460
233
$97.4K 0.01%
1,100
+310
234
$97K 0.01%
6,970
235
$96.8K 0.01%
1,635
+182
236
$96.1K 0.01%
809
237
$95.7K 0.01%
2,804
238
$95K 0.01%
789
239
$94.4K 0.01%
470
+2
240
$92.4K 0.01%
1,404
+4
241
$91K 0.01%
767
-345
242
$90.9K 0.01%
1,406
243
$89.3K 0.01%
+1,653
244
$89.1K 0.01%
775
245
$88.3K 0.01%
400
-20
246
$87K 0.01%
1,669
247
$86.2K 0.01%
2,122
248
$85.6K 0.01%
474
+5
249
$83.4K 0.01%
765
250
$82.6K 0.01%
1,000
8 9
10
11 12