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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23.4K ﹤0.01%
500
352
$23.1K ﹤0.01%
291
353
$23K ﹤0.01%
171
-1,190
354
$22.8K ﹤0.01%
2,048
355
$22.3K ﹤0.01%
325
356
$22K ﹤0.01%
79
357
$21.8K ﹤0.01%
1,186
+7
358
$21.8K ﹤0.01%
153
+7
359
$21.4K ﹤0.01%
76
-3
360
$21.1K ﹤0.01%
400
361
$21.1K ﹤0.01%
145
362
$20.7K ﹤0.01%
+296
363
$20.4K ﹤0.01%
739
-675
364
$20.3K ﹤0.01%
+729
365
$20.2K ﹤0.01%
50
+2
366
$20K ﹤0.01%
+561
367
$20K ﹤0.01%
861
+19
368
$19.9K ﹤0.01%
120
369
$19.9K ﹤0.01%
+467
370
$19.7K ﹤0.01%
584
371
$19.7K ﹤0.01%
738
372
$19.7K ﹤0.01%
385
373
$19.6K ﹤0.01%
385
+1
374
$19.6K ﹤0.01%
888
375
$19.3K ﹤0.01%
216
+6
13 14
15
16 17