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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
43
-27
277
$9K ﹤0.01%
132
278
$9K ﹤0.01%
180
279
$9K ﹤0.01%
58
-17
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$9K ﹤0.01%
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73
-28
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$9K ﹤0.01%
1,850
-300
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$9K ﹤0.01%
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-11
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95
-6
286
$8K ﹤0.01%
210
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53
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$8K ﹤0.01%
37
289
$8K ﹤0.01%
111
290
$8K ﹤0.01%
170
291
$8K ﹤0.01%
452
292
$8K ﹤0.01%
56
293
$8K ﹤0.01%
426
294
$8K ﹤0.01%
660
295
$8K ﹤0.01%
+264
296
$8K ﹤0.01%
44
-24
297
$8K ﹤0.01%
331
298
$8K ﹤0.01%
37
299
$8K ﹤0.01%
65
+30
300
$8K ﹤0.01%
200
10 11
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