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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$7.42M
3
+$5.89M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.5M

Top Sells

1
+$891K
2
+$763K
3
+$460K
4
TSLA icon
Tesla
TSLA
+$261K
5
PGX icon
Invesco Preferred ETF
PGX
+$257K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K ﹤0.01%
+32
327
$8K ﹤0.01%
+60
328
$8K ﹤0.01%
+441
329
$8K ﹤0.01%
+22
330
$8K ﹤0.01%
19
331
$8K ﹤0.01%
45
-94
332
$8K ﹤0.01%
+133
333
$8K ﹤0.01%
+121
334
$7K ﹤0.01%
250
-100
335
$7K ﹤0.01%
+100
336
$7K ﹤0.01%
45
337
$7K ﹤0.01%
25
+12
338
$7K ﹤0.01%
140
339
$7K ﹤0.01%
106
-42
340
$7K ﹤0.01%
123
-50
341
$7K ﹤0.01%
527
+44
342
$6K ﹤0.01%
200
-300
343
$6K ﹤0.01%
100
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$6K ﹤0.01%
98
345
$6K ﹤0.01%
37
346
$6K ﹤0.01%
+40
347
$6K ﹤0.01%
36
348
$6K ﹤0.01%
250
349
$6K ﹤0.01%
+38
350
$6K ﹤0.01%
+28
12 13
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