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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K ﹤0.01%
186
252
$11K ﹤0.01%
335
-179
253
$11K ﹤0.01%
68
+36
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74
+30
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$11K ﹤0.01%
38
+15
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$11K ﹤0.01%
+219
257
$11K ﹤0.01%
80
+61
258
$10K ﹤0.01%
53
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$10K ﹤0.01%
234
260
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100
261
$10K ﹤0.01%
40
+8
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50
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$10K ﹤0.01%
104
265
$10K ﹤0.01%
519
266
$10K ﹤0.01%
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+70
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$10K ﹤0.01%
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269
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-71
270
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156
+133
271
$10K ﹤0.01%
341
-171
272
$10K ﹤0.01%
134
273
$9K ﹤0.01%
102
274
$9K ﹤0.01%
43
-27
275
$9K ﹤0.01%
132
9 10
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