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

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
Tesla
TSLA
+$274K

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%
+60
327
$8K ﹤0.01%
+441
328
$8K ﹤0.01%
+22
329
$8K ﹤0.01%
19
330
$8K ﹤0.01%
45
-94
331
$8K ﹤0.01%
+150
332
$8K ﹤0.01%
+121
333
$8K ﹤0.01%
281
334
$7K ﹤0.01%
123
-50
335
$7K ﹤0.01%
250
-100
336
$7K ﹤0.01%
+100
337
$7K ﹤0.01%
45
338
$7K ﹤0.01%
25
+12
339
$7K ﹤0.01%
140
340
$7K ﹤0.01%
527
+44
341
$7K ﹤0.01%
106
-42
342
$6K ﹤0.01%
200
-300
343
$6K ﹤0.01%
100
344
$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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