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
$725M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$27.2M
3
+$21.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.52M

Top Sells

1
+$158M
2
+$35.1M
3
+$22.9M
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.13M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.08M

Sector Composition

1 Financials 8.29%
2 Technology 5.05%
3 Consumer Discretionary 3.18%
4 Healthcare 3.1%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21.5K ﹤0.01%
450
-533
352
$20.7K ﹤0.01%
277
353
$20.6K ﹤0.01%
683
+2
354
$20.3K ﹤0.01%
120
-60
355
$19.7K ﹤0.01%
247
-1,157
356
$19.1K ﹤0.01%
79
-1
357
$19.1K ﹤0.01%
842
+53
358
$19.1K ﹤0.01%
156
-158
359
$19.1K ﹤0.01%
400
360
$19K ﹤0.01%
738
361
$18.8K ﹤0.01%
381
-132
362
$18.5K ﹤0.01%
425
363
$18.5K ﹤0.01%
+411
364
$18.5K ﹤0.01%
383
+1
365
$18.3K ﹤0.01%
111
366
$17.8K ﹤0.01%
197
367
$17.8K ﹤0.01%
1,470
368
$17.4K ﹤0.01%
165
-600
369
$17.2K ﹤0.01%
+426
370
$17.2K ﹤0.01%
83
371
$17.1K ﹤0.01%
385
372
$17K ﹤0.01%
70
-137
373
$16.9K ﹤0.01%
+133
374
$16.8K ﹤0.01%
221
-230
375
$16.7K ﹤0.01%
+175
13 14
15
16 17