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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$38K 0.01%
+1,000
327
$38K 0.01%
58
+38
328
$38K 0.01%
330
+198
329
$37K 0.01%
+313
330
$37K 0.01%
918
+267
331
$37K 0.01%
+400
332
$37K 0.01%
1,321
333
$36K 0.01%
+75
334
$36K 0.01%
380
335
$36K 0.01%
267
+75
336
$36K 0.01%
209
+167
337
$36K 0.01%
2,707
+2,390
338
$35K 0.01%
401
+31
339
$35K 0.01%
584
+289
340
$35K 0.01%
484
+234
341
$35K 0.01%
423
+50
342
$34K 0.01%
+379
343
$34K 0.01%
177
+77
344
$34K 0.01%
1,900
345
$32K 0.01%
+163
346
$32K 0.01%
734
+204
347
$32K 0.01%
430
+40
348
$32K 0.01%
795
+165
349
$31K 0.01%
+609
350
$31K 0.01%
+265
12 13
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