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
$102M
AUM Growth
-$148K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$457K
3 +$297K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$293K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$280K

Sector Composition

1 Energy 19.2%
2 Technology 5.64%
3 Financials 4.12%
4 Industrials 2.08%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
0
302
-5