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
$512M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.92M
3
+$2.68M
4
PG icon
Procter & Gamble
PG
+$950K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$901K

Top Sells

1
+$778K
2
+$651K
3
+$405K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$255K
5
IVT icon
InvenTrust Properties
IVT
+$107K

Sector Composition

1 Healthcare 26.6%
2 Technology 4.65%
3 Energy 4.1%
4 Financials 3.1%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$37K 0.01%
+1,401
252
$37K 0.01%
196
253
$36K 0.01%
964
254
$36K 0.01%
370
255
$36K 0.01%
373
256
$35K 0.01%
876
+13
257
$34K 0.01%
192
258
$34K 0.01%
637
259
$34K 0.01%
390
-25
260
$33K 0.01%
326
261
$33K 0.01%
+1,450
262
$31K 0.01%
93
263
$31K 0.01%
810
264
$31K 0.01%
+143
265
$30K 0.01%
100
266
$30K 0.01%
62
267
$30K 0.01%
8,074
268
$30K 0.01%
2,800
269
$30K 0.01%
630
-70
270
$29K 0.01%
131
271
$29K 0.01%
1,500
272
$29K 0.01%
+300
273
$29K 0.01%
284
274
$28K 0.01%
+125
275
$28K 0.01%
602
9 10
11
12 13