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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$58.4K 0.01%
1,134
277
$58.3K 0.01%
+788
278
$57.8K 0.01%
1,416
+202
279
$57.3K 0.01%
1,304
+24
280
$56.7K 0.01%
+1,592
281
$56.7K 0.01%
300
282
$56.6K 0.01%
+562
283
$56.4K 0.01%
717
284
$55.7K 0.01%
+1,330
285
$54.6K 0.01%
570
286
$53.1K 0.01%
751
+31
287
$52.8K 0.01%
2,256
+940
288
$52.6K 0.01%
292
289
$52.5K 0.01%
832
+370
290
$51.5K 0.01%
502
-3
291
$51.2K 0.01%
718
292
$48.8K 0.01%
875
293
$48.5K 0.01%
792
-6,524
294
$47.8K 0.01%
515
295
$47.4K 0.01%
330
-165
296
$47K 0.01%
765
-641
297
$46.5K 0.01%
420
+20
298
$46.1K 0.01%
634
+451
299
$45.8K 0.01%
674
+6
300
$45.6K 0.01%
569
+421
10 11
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