CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$78.4K 0.01%
+391
327
$78.4K 0.01%
67
328
$78.2K 0.01%
385
329
$77.7K 0.01%
700
-26
330
$77.5K 0.01%
1,929
+25
331
$76.4K 0.01%
+973
332
$75.6K 0.01%
290
-23
333
$74.9K 0.01%
2,277
334
$74.6K 0.01%
1,148
+356
335
$72K 0.01%
509
-5
336
$69.7K 0.01%
+1,695
337
$69.6K 0.01%
1,596
+180
338
$67.9K 0.01%
+82
339
$67.1K 0.01%
1,100
+293
340
$66.8K 0.01%
2,084
341
$66.8K 0.01%
936
342
$66.5K 0.01%
441
-92
343
$65.9K 0.01%
300
344
$65.3K 0.01%
684
-20
345
$65K 0.01%
1,013
-57
346
$64.9K 0.01%
250
347
$64.9K 0.01%
400
348
$63.4K 0.01%
8,000
349
$63.3K 0.01%
843
350
$62.4K 0.01%
+353
12 13
14
15 16