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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$31.8K ﹤0.01%
442
352
$30.9K ﹤0.01%
1,712
+1,468
353
$30.5K ﹤0.01%
290
354
$30.5K ﹤0.01%
29
355
$29.7K ﹤0.01%
1,147
356
$29.7K ﹤0.01%
1,280
357
$29.6K ﹤0.01%
250
358
$29.6K ﹤0.01%
208
359
$29.4K ﹤0.01%
183
+12
360
$29.3K ﹤0.01%
686
361
$29.2K ﹤0.01%
511
-147
362
$28.9K ﹤0.01%
276
-43
363
$28.9K ﹤0.01%
1,316
364
$28.6K ﹤0.01%
479
-8
365
$28.5K ﹤0.01%
209
-901
366
$28.3K ﹤0.01%
191
-100
367
$28.2K ﹤0.01%
350
368
$27.6K ﹤0.01%
681
369
$27.4K ﹤0.01%
564
+10
370
$27.4K ﹤0.01%
1,000
371
$27.2K ﹤0.01%
207
+2
372
$27.1K ﹤0.01%
98
-14
373
$26.8K ﹤0.01%
2,173
374
$26.6K ﹤0.01%
382
-504
375
$26.5K ﹤0.01%
90
13 14
15
16 17