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

Top Buys

1
+$12.6M
2
+$6.89M
3
+$2.88M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.46M

Top Sells

1
+$32.6M
2
+$870K
3
+$159K
4
XOM icon
Exxon Mobil
XOM
+$110K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$80.9K

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
254
$11K ﹤0.01%
74
+30
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$11K ﹤0.01%
38
+15
256
$11K ﹤0.01%
+219
257
$11K ﹤0.01%
80
+61
258
$10K ﹤0.01%
100
259
$10K ﹤0.01%
40
+8
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$10K ﹤0.01%
272
-284
261
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50
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$10K ﹤0.01%
104
263
$10K ﹤0.01%
519
264
$10K ﹤0.01%
129
+70
265
$10K ﹤0.01%
+121
266
$10K ﹤0.01%
193
267
$10K ﹤0.01%
184
-71
268
$10K ﹤0.01%
156
+133
269
$10K ﹤0.01%
341
-171
270
$10K ﹤0.01%
134
271
$10K ﹤0.01%
53
+25
272
$10K ﹤0.01%
234
273
$9K ﹤0.01%
83
-52
274
$9K ﹤0.01%
180
275
$9K ﹤0.01%
58
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