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
$218M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.05M
3
+$459K
4
XOM icon
Exxon Mobil
XOM
+$124K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$78K

Top Sells

1
+$7.75M
2
+$1.33M
3
+$695K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$666K
5
CVX icon
Chevron
CVX
+$630K

Sector Composition

1 Communication Services 38.41%
2 Energy 7.87%
3 Technology 3.04%
4 Financials 2.47%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-263
327
– –
-866
328
– –
-8
329
– –
-193
10 11 12 13
14