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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$75.7K 0.01%
825
+94
252
$75.1K 0.01%
1,089
+189
253
$74.3K 0.01%
603
-13
254
$74.2K 0.01%
1,000
255
$73.8K 0.01%
1,900
-8
256
$72.7K 0.01%
2,531
+10
257
$72.3K 0.01%
1,312
+3
258
$71K 0.01%
1,070
259
$70.8K 0.01%
1,904
260
$70.3K 0.01%
67
261
$70.2K 0.01%
188
-12
262
$70.2K 0.01%
400
-7
263
$69K 0.01%
5,000
264
$68.4K 0.01%
533
+6
265
$68.1K 0.01%
514
266
$66.4K 0.01%
385
-55
267
$66.3K 0.01%
1,859
+96
268
$64.2K 0.01%
704
+44
269
$62.9K 0.01%
936
+853
270
$62.4K 0.01%
843
-66
271
$62.1K 0.01%
250
272
$61.9K 0.01%
2,084
-367
273
$59.8K 0.01%
+772
274
$59K 0.01%
965
275
$59K 0.01%
891
9 10
11
12 13