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
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$21.3M
3
+$3.45M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.93M

Top Sells

1
+$1.73M
2
+$1.13M
3
+$179K
4
SNAP icon
Snap
SNAP
+$144K
5
DVY icon
iShares Select Dividend ETF
DVY
+$78.9K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.36%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K ﹤0.01%
1,143
-200
252
$12K ﹤0.01%
+254
253
$12K ﹤0.01%
487
254
$12K ﹤0.01%
336
255
$12K ﹤0.01%
219
256
$12K ﹤0.01%
350
+250
257
$11K ﹤0.01%
39
258
$11K ﹤0.01%
72
259
$11K ﹤0.01%
148
260
$11K ﹤0.01%
220
-60
261
$10K ﹤0.01%
+32
262
$10K ﹤0.01%
100
263
$10K ﹤0.01%
350
264
$10K ﹤0.01%
200
265
$10K ﹤0.01%
180
266
$10K ﹤0.01%
142
267
$10K ﹤0.01%
170
268
$10K ﹤0.01%
+166
269
$10K ﹤0.01%
44
270
$10K ﹤0.01%
80
271
$9K ﹤0.01%
83
272
$9K ﹤0.01%
+100
273
$9K ﹤0.01%
125
274
$9K ﹤0.01%
+175
275
$9K ﹤0.01%
850
9 10
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