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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.3M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.43M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.33%
2 Technology 5.23%
3 Financials 3.87%
4 Real Estate 2.49%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
+14
252
$3K ﹤0.01%
+23
253
$3K ﹤0.01%
+63
254
$2K ﹤0.01%
+109
255
$2K ﹤0.01%
+250
256
$2K ﹤0.01%
+692
257
$2K ﹤0.01%
+17
258
$2K ﹤0.01%
+35
259
$2K ﹤0.01%
+50
260
$2K ﹤0.01%
+70
261
$2K ﹤0.01%
+94
262
$1K ﹤0.01%
+7
263
$1K ﹤0.01%
+127
264
$1K ﹤0.01%
+50
265
$1K ﹤0.01%
+33
266
$1K ﹤0.01%
+65
267
$0 ﹤0.01%
+2
268
$0 ﹤0.01%
+5
269
$0 ﹤0.01%
+48
270
$0 ﹤0.01%
+1
271
$0 ﹤0.01%
+10
272
$0 ﹤0.01%
+14
273
$0 ﹤0.01%
+5
274
$0 ﹤0.01%
+29
275
$0 ﹤0.01%
+5
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