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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$135K 0.01%
458
-339
252
$134K 0.01%
3,850
253
$134K 0.01%
1,595
-106
254
$134K 0.01%
942
+6
255
$133K 0.01%
3,977
256
$133K 0.01%
1,423
+23
257
$132K 0.01%
513
+8
258
$131K 0.01%
+2,988
259
$131K 0.01%
+1,544
260
$127K 0.01%
1,125
+160
261
$126K 0.01%
+1,329
262
$124K 0.01%
+1,351
263
$123K 0.01%
+4,577
264
$122K 0.01%
1,741
265
$121K 0.01%
1,270
+1,256
266
$120K 0.01%
+899
267
$117K 0.01%
1,425
+345
268
$117K 0.01%
1,182
-28
269
$115K 0.01%
+136,052
270
$115K 0.01%
1,750
271
$113K 0.01%
1,841
272
$112K 0.01%
1,218
+393
273
$111K 0.01%
+625
274
$111K 0.01%
+263
275
$111K 0.01%
2,197
-10
9 10
11
12 13