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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8K ﹤0.01%
+200
302
$7K ﹤0.01%
93
303
$7K ﹤0.01%
10
-1
304
$7K ﹤0.01%
600
305
$7K ﹤0.01%
101
306
$7K ﹤0.01%
50
307
$7K ﹤0.01%
+110
308
$7K ﹤0.01%
66
-62
309
$7K ﹤0.01%
398
+200
310
$7K ﹤0.01%
142
311
$7K ﹤0.01%
96
-58
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$7K ﹤0.01%
75
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$7K ﹤0.01%
261
314
$7K ﹤0.01%
115
+39
315
$7K ﹤0.01%
+50
316
$7K ﹤0.01%
28
317
$7K ﹤0.01%
110
+50
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$7K ﹤0.01%
33
+23
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$6K ﹤0.01%
122
-27
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$6K ﹤0.01%
163
-75
321
$6K ﹤0.01%
130
322
$6K ﹤0.01%
66
323
$6K ﹤0.01%
26
-15
324
$6K ﹤0.01%
+90
325
$6K ﹤0.01%
100
11 12
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