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
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77.6K 0.01%
313
227
$76.5K 0.01%
700
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228
$75.6K 0.01%
1,800
229
$75K 0.01%
5,000
230
$74.6K 0.01%
1,976
231
$74K 0.01%
433
232
$73.7K 0.01%
809
233
$73.4K 0.01%
909
234
$73.2K 0.01%
495
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235
$72.4K 0.01%
407
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236
$71.7K 0.01%
1,309
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237
$71.4K 0.01%
2,415
+1,242
238
$71.3K 0.01%
1,070
-58
239
$71.1K 0.01%
514
240
$70.1K 0.01%
265
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241
$69K 0.01%
1,134
242
$68.2K 0.01%
440
243
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200
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$67.1K 0.01%
731
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245
$66.2K 0.01%
250
246
$65.4K 0.01%
584
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247
$65.1K 0.01%
1,763
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248
$64.9K 0.01%
+2,451
249
$64.2K 0.01%
870
250
$63.8K 0.01%
756
-62
8 9
10
11 12