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
$403M
AUM Growth
-$79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.3M
3
+$1.17M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$956K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$734K

Top Sells

1
+$2.94M
2
+$2.79M
3
+$1.85M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$812K
5
AAPL icon
Apple
AAPL
+$678K

Sector Composition

1 Healthcare 38.98%
2 Technology 4.15%
3 Energy 3.1%
4 Consumer Discretionary 2.56%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7K ﹤0.01%
583
+250
302
$7K ﹤0.01%
19
303
$7K ﹤0.01%
43
304
$7K ﹤0.01%
12
305
$7K ﹤0.01%
16
306
$7K ﹤0.01%
3,910
307
$7K ﹤0.01%
121
308
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13
309
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88
310
$7K ﹤0.01%
45
311
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53
-51
312
$6K ﹤0.01%
16
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$6K ﹤0.01%
100
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$6K ﹤0.01%
62
-31
315
$6K ﹤0.01%
70
-171
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$6K ﹤0.01%
90
317
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37
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31
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104
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321
$6K ﹤0.01%
600
322
$6K ﹤0.01%
58
-69
323
$6K ﹤0.01%
19
324
$6K ﹤0.01%
23
325
$6K ﹤0.01%
45
-28
11 12
13
14 15