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
$512M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.92M
3
+$2.68M
4
PG icon
Procter & Gamble
PG
+$950K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$901K

Top Sells

1
+$778K
2
+$651K
3
+$405K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$255K
5
IVT icon
InvenTrust Properties
IVT
+$107K

Sector Composition

1 Healthcare 26.6%
2 Technology 4.65%
3 Energy 4.1%
4 Financials 3.1%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19K ﹤0.01%
100
302
$19K ﹤0.01%
104
-112
303
$18K ﹤0.01%
1,060
+50
304
$18K ﹤0.01%
350
+200
305
$18K ﹤0.01%
500
+100
306
$18K ﹤0.01%
+223
307
$18K ﹤0.01%
+250
308
$17K ﹤0.01%
70
309
$17K ﹤0.01%
+165
310
$17K ﹤0.01%
500
311
$17K ﹤0.01%
596
312
$17K ﹤0.01%
112
313
$17K ﹤0.01%
600
+250
314
$17K ﹤0.01%
1,710
315
$16K ﹤0.01%
100
316
$16K ﹤0.01%
+115
317
$16K ﹤0.01%
+314
318
$16K ﹤0.01%
1,155
319
$15K ﹤0.01%
575
320
$15K ﹤0.01%
190
321
$15K ﹤0.01%
300
322
$15K ﹤0.01%
450
323
$15K ﹤0.01%
20
324
$15K ﹤0.01%
+900
325
$15K ﹤0.01%
+100
11 12
13
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