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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$62.4K 0.01%
720
277
$62K 0.01%
1,383
278
$61.2K 0.01%
756
279
$60.9K 0.01%
4,500
280
$59.9K 0.01%
584
+5
281
$59.1K 0.01%
11,543
-47,595
282
$58.2K 0.01%
431
283
$58.1K 0.01%
965
284
$57.8K 0.01%
355
285
$57K 0.01%
410
+50
286
$55.9K 0.01%
570
287
$55.8K 0.01%
900
288
$55.8K 0.01%
861
+48
289
$54.8K 0.01%
103
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290
$54.3K 0.01%
236
+5
291
$54.3K 0.01%
891
292
$54.2K 0.01%
38
+1
293
$54K 0.01%
1,288
+10
294
$53.8K 0.01%
1,321
295
$50.8K 0.01%
875
296
$50.8K 0.01%
8,074
297
$50.2K 0.01%
334
+23
298
$49.2K 0.01%
540
+2
299
$47.9K 0.01%
1,647
-115
300
$47.8K 0.01%
1,000
-1,000
10 11
12
13 14