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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$44.3K 0.01%
421
+1
302
$44.2K 0.01%
1,445
-13
303
$43.5K 0.01%
697
+392
304
$43.3K 0.01%
828
+560
305
$42.6K 0.01%
355
306
$41.6K 0.01%
400
307
$41.3K 0.01%
150
308
$39.7K 0.01%
807
-53
309
$39.5K 0.01%
945
310
$38.9K 0.01%
480
311
$38.2K 0.01%
275
+175
312
$37K 0.01%
128
313
$35.5K 0.01%
361
314
$35.1K 0.01%
+469
315
$34.2K ﹤0.01%
3,030
316
$33.6K ﹤0.01%
250
317
$33.3K ﹤0.01%
226
318
$32.9K ﹤0.01%
+150
319
$32K ﹤0.01%
292
320
$31.1K ﹤0.01%
1,205
321
$30.6K ﹤0.01%
637
322
$30.5K ﹤0.01%
515
323
$30.3K ﹤0.01%
282
324
$30.2K ﹤0.01%
8,074
325
$29.7K ﹤0.01%
734
+322
11 12
13
14 15