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
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19.5K ﹤0.01%
+1,900
352
$19.4K ﹤0.01%
842
353
$19.2K ﹤0.01%
41
+4
354
$19K ﹤0.01%
450
355
$18.8K ﹤0.01%
381
356
$18.5K ﹤0.01%
243
-123
357
$18K ﹤0.01%
425
358
$18K ﹤0.01%
305
359
$17.8K ﹤0.01%
150
360
$17.7K ﹤0.01%
731
+48
361
$17.7K ﹤0.01%
250
362
$17.6K ﹤0.01%
165
363
$17.6K ﹤0.01%
384
+1
364
$17.2K ﹤0.01%
210
365
$17.1K ﹤0.01%
550
366
$17K ﹤0.01%
400
367
$16.8K ﹤0.01%
83
368
$16.7K ﹤0.01%
79
369
$16.4K ﹤0.01%
47
+15
370
$16.3K ﹤0.01%
1,636
+39
371
$16.2K ﹤0.01%
245
372
$16.1K ﹤0.01%
8,000
373
$16K ﹤0.01%
516
374
$16K ﹤0.01%
171
375
$15.8K ﹤0.01%
576
13 14
15
16 17