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
-$148K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$457K
3
+$297K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$293K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$280K

Top Sells

1
+$622K
2
+$372K
3
+$168K
4
PGX icon
Invesco Preferred ETF
PGX
+$135K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$85K

Sector Composition

1 Energy 19.2%
2 Technology 5.64%
3 Financials 4.12%
4 Industrials 2.08%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
50
252
$3K ﹤0.01%
14
253
$3K ﹤0.01%
23
254
$3K ﹤0.01%
40
255
$3K ﹤0.01%
63
256
$2K ﹤0.01%
109
257
$2K ﹤0.01%
708
+16
258
$2K ﹤0.01%
17
259
$2K ﹤0.01%
35
260
$2K ﹤0.01%
+78
261
$2K ﹤0.01%
94
262
$1K ﹤0.01%
+15
263
$1K ﹤0.01%
29
264
$1K ﹤0.01%
50
265
$1K ﹤0.01%
33
266
$1K ﹤0.01%
65
267
$1K ﹤0.01%
127
268
$1K ﹤0.01%
+14
269
$1K ﹤0.01%
50
270
– –
-100
271
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-7
272
– –
-33
273
– –
-5
274
$0 ﹤0.01%
48
275
– –
-1
9 10
11
12 13