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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$96.7K 0.01%
3,850
+20
227
$94.5K 0.01%
1,000
228
$94.3K 0.01%
744
229
$93.8K 0.01%
775
230
$93.1K 0.01%
1,249
231
$92.5K 0.01%
6,350
232
$90.4K 0.01%
+522
233
$90.1K 0.01%
1,653
234
$88.8K 0.01%
989
-32
235
$86.1K 0.01%
809
236
$84.5K 0.01%
886
+704
237
$83.2K 0.01%
421
-3
238
$82.9K 0.01%
310
+45
239
$82.7K 0.01%
1,410
240
$81.9K 0.01%
1,750
241
$81.8K 0.01%
1,080
-17
242
$81.6K 0.01%
875
+137
243
$81.2K 0.01%
770
244
$80.5K 0.01%
726
+142
245
$78.9K 0.01%
1,800
246
$77.4K 0.01%
313
247
$76.7K 0.01%
1,614
+821
248
$76.4K 0.01%
433
249
$76.4K 0.01%
1,075
+115
250
$76.3K 0.01%
2,277
+140
8 9
10
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