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
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$21.3M
3
+$3.45M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.93M

Top Sells

1
+$1.73M
2
+$1.13M
3
+$179K
4
SNAP icon
Snap
SNAP
+$144K
5
DVY icon
iShares Select Dividend ETF
DVY
+$78.9K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.36%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
98
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15
303
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+100
304
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583
305
$5K ﹤0.01%
519
306
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16
307
$5K ﹤0.01%
3,910
308
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63
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27
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325
$4K ﹤0.01%
90
11 12
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