We are live on ! Find out more
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
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$21.3M
3
+$3.45M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.93M

Top Sells

1
+$1.73M
2
+$1.13M
3
+$179K
4
SNAP icon
Snap
SNAP
+$144K
5
DVY icon
iShares Select Dividend ETF
DVY
+$78.9K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.36%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
9
377
$1K ﹤0.01%
8
378
$1K ﹤0.01%
21
379
$1K ﹤0.01%
14
380
$1K ﹤0.01%
5
381
$1K ﹤0.01%
29
382
$1K ﹤0.01%
6
383
$1K ﹤0.01%
28
384
$1K ﹤0.01%
7
385
$1K ﹤0.01%
6
386
– –
0
387
$1K ﹤0.01%
16
-48
388
$1K ﹤0.01%
8
389
$1K ﹤0.01%
700
390
$1K ﹤0.01%
6
391
$1K ﹤0.01%
19
392
$1K ﹤0.01%
7
393
$1K ﹤0.01%
2
394
– –
-699
395
– –
-18
396
– –
-23
397
– –
-48
398
– –
-62
399
– –
-23
400
$0 ﹤0.01%
2
14 15
16
17 18