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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$48K 0.01%
608
302
$48K 0.01%
412
+135
303
$48K 0.01%
501
+436
304
$47K 0.01%
935
305
$47K 0.01%
+302
306
$47K 0.01%
+255
307
$45K 0.01%
358
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308
$45K 0.01%
+377
309
$44K 0.01%
4,809
+3,654
310
$44K 0.01%
385
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311
$44K 0.01%
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312
$44K 0.01%
+1,308
313
$43K 0.01%
+174
314
$43K 0.01%
730
315
$43K 0.01%
+677
316
$42K 0.01%
1,340
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317
$42K 0.01%
608
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318
$41K 0.01%
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319
$41K 0.01%
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$41K 0.01%
4,869
321
$40K 0.01%
891
322
$40K 0.01%
1,127
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323
$39K 0.01%
131
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324
$39K 0.01%
180
325
$39K 0.01%
723
+86
11 12
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