CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$174K 0.02%
9,000
227
$173K 0.02%
2,568
+28
228
$173K 0.02%
11,543
229
$170K 0.02%
1,811
+40
230
$169K 0.02%
+606
231
$168K 0.02%
20,336
+4,665
232
$167K 0.02%
2,000
233
$163K 0.02%
4,845
234
$161K 0.02%
1,563
235
$160K 0.02%
590
+584
236
$159K 0.02%
+1,961
237
$158K 0.02%
3,009
238
$157K 0.02%
322
-11
239
$153K 0.01%
11,966
240
$152K 0.01%
+599
241
$151K 0.01%
5,089
242
$150K 0.01%
3,368
+68
243
$149K 0.01%
452
+28
244
$146K 0.01%
+999
245
$144K 0.01%
+1,874
246
$142K 0.01%
3,093
247
$140K 0.01%
1,380
248
$140K 0.01%
1,905
249
$137K 0.01%
225
-3
250
$137K 0.01%
600
8 9
10
11 12