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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
-$79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.3M
3
+$1.17M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$956K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$734K

Top Sells

1
+$2.94M
2
+$2.79M
3
+$1.85M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$812K
5
AAPL icon
Apple
AAPL
+$678K

Sector Composition

1 Healthcare 38.98%
2 Technology 4.15%
3 Energy 3.1%
4 Consumer Discretionary 2.56%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
8
-11
377
$3K ﹤0.01%
24
378
$3K ﹤0.01%
100
379
$3K ﹤0.01%
15
380
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11
-26
381
$3K ﹤0.01%
+300
382
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250
383
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30
384
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42
385
$3K ﹤0.01%
29
386
$2K ﹤0.01%
14
387
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-115
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$2K ﹤0.01%
12
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18
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-235
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50
393
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10
-2
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$2K ﹤0.01%
24
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16
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$2K ﹤0.01%
26
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397
$2K ﹤0.01%
7
-213
398
$2K ﹤0.01%
41
399
$2K ﹤0.01%
10
-46
400
$2K ﹤0.01%
6
14 15
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17 18