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
$213M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.03M
3
+$940K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$926K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$332K

Top Sells

1
+$1.18M
2
+$937K
3
+$472K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$440K
5
CVX icon
Chevron
CVX
+$371K

Sector Composition

1 Communication Services 27.77%
2 Technology 5.12%
3 Energy 4.16%
4 Consumer Discretionary 3.12%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
+35
377
$5K ﹤0.01%
+200
378
$4K ﹤0.01%
+72
379
$4K ﹤0.01%
+61
380
$4K ﹤0.01%
+23
381
$4K ﹤0.01%
+22
382
$4K ﹤0.01%
121
-114
383
$4K ﹤0.01%
+1,764
384
$4K ﹤0.01%
+7
385
$4K ﹤0.01%
+40
386
$4K ﹤0.01%
+130
387
$4K ﹤0.01%
+1,091
388
$4K ﹤0.01%
+57
389
$4K ﹤0.01%
+107
390
$4K ﹤0.01%
+66
391
$4K ﹤0.01%
+80
392
$4K ﹤0.01%
+36
393
$4K ﹤0.01%
+49
394
$4K ﹤0.01%
+76
395
$4K ﹤0.01%
+53
396
$4K ﹤0.01%
+118
397
$4K ﹤0.01%
+5
398
$4K ﹤0.01%
+157
399
$4K ﹤0.01%
+32
400
$4K ﹤0.01%
+28
14 15
16
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