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
$512M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.92M
3
+$2.68M
4
PG icon
Procter & Gamble
PG
+$950K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$901K

Top Sells

1
+$778K
2
+$651K
3
+$405K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$255K
5
IVT icon
InvenTrust Properties
IVT
+$107K

Sector Composition

1 Healthcare 26.6%
2 Technology 4.65%
3 Energy 4.1%
4 Financials 3.1%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28K 0.01%
+67
277
$27K 0.01%
590
278
$27K 0.01%
200
+19
279
$27K 0.01%
1,316
280
$27K 0.01%
660
+584
281
$26K 0.01%
674
-417
282
$26K 0.01%
200
+76
283
$25K ﹤0.01%
515
284
$25K ﹤0.01%
598
+154
285
$24K ﹤0.01%
300
286
$24K ﹤0.01%
+240
287
$24K ﹤0.01%
+200
288
$24K ﹤0.01%
400
289
$24K ﹤0.01%
144
290
$23K ﹤0.01%
431
+17
291
$23K ﹤0.01%
+84
292
$23K ﹤0.01%
295
293
$21K ﹤0.01%
100
294
$21K ﹤0.01%
175
295
$21K ﹤0.01%
490
296
$21K ﹤0.01%
70
297
$20K ﹤0.01%
+253
298
$20K ﹤0.01%
100
299
$20K ﹤0.01%
55
300
$19K ﹤0.01%
76
10 11
12
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