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
$512M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.92M
3
+$2.68M
4
PG icon
Procter & Gamble
PG
+$950K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$901K

Top Sells

1
+$778K
2
+$651K
3
+$405K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$255K
5
IVT icon
InvenTrust Properties
IVT
+$107K

Sector Composition

1 Healthcare 26.6%
2 Technology 4.65%
3 Energy 4.1%
4 Financials 3.1%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K ﹤0.01%
140
327
$15K ﹤0.01%
425
328
$15K ﹤0.01%
132
329
$14K ﹤0.01%
87
330
$14K ﹤0.01%
300
+200
331
$14K ﹤0.01%
487
332
$14K ﹤0.01%
34
333
$14K ﹤0.01%
57
-9
334
$14K ﹤0.01%
219
335
$14K ﹤0.01%
254
336
$14K ﹤0.01%
264
337
$14K ﹤0.01%
225
338
$13K ﹤0.01%
+673
339
$13K ﹤0.01%
+331
340
$13K ﹤0.01%
115
341
$13K ﹤0.01%
+850
342
$13K ﹤0.01%
125
-144
343
$12K ﹤0.01%
+130
344
$12K ﹤0.01%
336
345
$12K ﹤0.01%
76
+4
346
$12K ﹤0.01%
28
347
$12K ﹤0.01%
80
348
$11K ﹤0.01%
200
349
$11K ﹤0.01%
62
-12
350
$11K ﹤0.01%
317
12 13
14
15 16