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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$111K 0.01%
551
-19
277
$110K 0.01%
881
278
$109K 0.01%
1,000
279
$108K 0.01%
2,167
+40
280
$108K 0.01%
317
-30
281
$107K 0.01%
3,100
-8
282
$107K 0.01%
801
+648
283
$105K 0.01%
822
+47
284
$105K 0.01%
+329
285
$105K 0.01%
1,357
286
$105K 0.01%
110
287
$103K 0.01%
1,552
-631
288
$103K 0.01%
1,313
+679
289
$102K 0.01%
367
+57
290
$102K 0.01%
1,900
291
$101K 0.01%
53
-3
292
$101K 0.01%
1,619
+18
293
$101K 0.01%
9,943
294
$101K 0.01%
744
295
$100K 0.01%
513
-9
296
$100K 0.01%
902
297
$100K 0.01%
958
+72
298
$99.8K 0.01%
1,631
-166
299
$99K 0.01%
221
+2
300
$98.6K 0.01%
2,052
+438
10 11
12
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