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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$29.7K ﹤0.01%
1,402
+122
327
$28.5K ﹤0.01%
360
-228
328
$28.5K ﹤0.01%
+449
329
$27.9K ﹤0.01%
1,055
330
$27.9K ﹤0.01%
254
331
$27.7K ﹤0.01%
242
-10
332
$27.6K ﹤0.01%
90
-4
333
$27.3K ﹤0.01%
+618
334
$27.3K ﹤0.01%
277
-35
335
$27.3K ﹤0.01%
+864
336
$26.9K ﹤0.01%
+1,092
337
$26.8K ﹤0.01%
1,465
338
$26.7K ﹤0.01%
2,458
-12
339
$26.4K ﹤0.01%
+661
340
$26.3K ﹤0.01%
535
-565
341
$26.1K ﹤0.01%
90
-25
342
$25.8K ﹤0.01%
639
+304
343
$25.4K ﹤0.01%
373
344
$25.1K ﹤0.01%
+385
345
$24.8K ﹤0.01%
910
346
$24.7K ﹤0.01%
581
347
$24.6K ﹤0.01%
8,000
348
$24.3K ﹤0.01%
+72
349
$23.8K ﹤0.01%
236
+150
350
$23.8K ﹤0.01%
273
-25
12 13
14
15 16