CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$44.8K 0.01%
515
277
$44.1K 0.01%
+547
278
$43.8K 0.01%
748
+2
279
$43.5K 0.01%
505
+500
280
$41.7K 0.01%
1,458
281
$41.2K 0.01%
1,000
282
$41K 0.01%
+588
283
$40.6K 0.01%
8,074
284
$40.6K 0.01%
1,750
285
$40.4K 0.01%
860
-248
286
$40.3K 0.01%
159
+9
287
$40.1K 0.01%
1,414
288
$39.8K 0.01%
+945
289
$39.8K 0.01%
150
290
$39.2K 0.01%
480
-814
291
$39.2K 0.01%
1,100
292
$39K 0.01%
400
293
$38.8K 0.01%
637
294
$38.7K 0.01%
+6,350
295
$38.6K 0.01%
1,908
296
$38.2K 0.01%
400
297
$38K 0.01%
527
298
$37.7K 0.01%
793
299
$37.2K 0.01%
+374
300
$36.8K 0.01%
1,055
10 11
12
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