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
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$63.7K 0.01%
2,137
252
$63.2K 0.01%
67
253
$62.1K 0.01%
900
254
$61.1K 0.01%
3,830
+1,320
255
$60.9K 0.01%
960
-137
256
$60.9K 0.01%
1,904
-900
257
$56.1K 0.01%
717
258
$55.3K 0.01%
965
259
$55K 0.01%
1,280
-164
260
$54.4K 0.01%
570
261
$54.2K 0.01%
+28,963
262
$53.8K 0.01%
738
-734
263
$53.6K 0.01%
891
264
$53.5K 0.01%
616
+9
265
$52.6K 0.01%
+292
266
$52.4K 0.01%
720
267
$52.3K 0.01%
355
268
$51.9K 0.01%
300
269
$51.7K 0.01%
660
+31
270
$50.3K 0.01%
1,321
271
$49.2K 0.01%
875
272
$48K 0.01%
1,100
+13
273
$47.9K 0.01%
1,214
-3,522
274
$47.6K 0.01%
718
+628
275
$47K 0.01%
420
+20
9 10
11
12 13