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
$403M
AUM Growth
-$79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.3M
3
+$1.17M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$956K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$734K

Top Sells

1
+$2.94M
2
+$2.79M
3
+$1.85M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$812K
5
AAPL icon
Apple
AAPL
+$678K

Sector Composition

1 Healthcare 38.98%
2 Technology 4.15%
3 Energy 3.1%
4 Consumer Discretionary 2.56%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
140
-121
352
$4K ﹤0.01%
35
-168
353
$4K ﹤0.01%
10
-10
354
$4K ﹤0.01%
200
355
$4K ﹤0.01%
950
-900
356
$4K ﹤0.01%
64
-89
357
$4K ﹤0.01%
699
-1,065
358
$4K ﹤0.01%
15
359
$4K ﹤0.01%
62
-154
360
$4K ﹤0.01%
40
-30
361
$4K ﹤0.01%
13
362
$3K ﹤0.01%
18
-88
363
$3K ﹤0.01%
33
-69
364
$3K ﹤0.01%
29
365
$3K ﹤0.01%
33
-158
366
$3K ﹤0.01%
100
367
$3K ﹤0.01%
+11
368
$3K ﹤0.01%
9
369
$3K ﹤0.01%
130
370
$3K ﹤0.01%
70
-164
371
$3K ﹤0.01%
2,000
372
$3K ﹤0.01%
39
-93
373
$3K ﹤0.01%
64
374
$3K ﹤0.01%
35
-200
375
$3K ﹤0.01%
46
13 14
15
16 17