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
$318M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$415K
3
+$171K
4
MA icon
Mastercard
MA
+$120K
5
BKNG icon
Booking.com
BKNG
+$119K

Top Sells

1
+$76.2M
2
+$1.96M
3
+$1.59M
4
ESS icon
Essex Property Trust
ESS
+$824K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$796K

Sector Composition

1 Communication Services 62.8%
2 Energy 6.53%
3 Technology 1.71%
4 Financials 1.64%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
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