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

Top Buys

1
+$12.6M
2
+$6.89M
3
+$2.88M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.46M

Top Sells

1
+$32.6M
2
+$870K
3
+$159K
4
XOM icon
Exxon Mobil
XOM
+$110K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$80.9K

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%
19
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-28
278
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102
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$9K ﹤0.01%
1,850
-300
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95
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$8K ﹤0.01%
37
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$8K ﹤0.01%
111
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$8K ﹤0.01%
170
291
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452
292
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56
293
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426
294
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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%
200
300
$8K ﹤0.01%
+200
10 11
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