CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
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
+$22.2M
2
+$20.6M
3
+$3.35M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.91M

Top Sells

1
+$1.66M
2
+$1.13M
3
+$183K
4
SNAP icon
Snap
SNAP
+$150K
5
DVY icon
iShares Select Dividend ETF
DVY
+$77.3K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.37%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
12
377
$1K ﹤0.01%
6
378
$1K ﹤0.01%
7
379
$1K ﹤0.01%
2
380
$1K ﹤0.01%
28
381
$1K ﹤0.01%
7
382
$1K ﹤0.01%
6
383
$1K ﹤0.01%
1
384
$1K ﹤0.01%
16
-48
385
$1K ﹤0.01%
8
386
$1K ﹤0.01%
700
387
$1K ﹤0.01%
5
388
$1K ﹤0.01%
9
389
$1K ﹤0.01%
8
390
$1K ﹤0.01%
21
391
$1K ﹤0.01%
14
392
$1K ﹤0.01%
5
393
$1K ﹤0.01%
29
394
– –
-23
395
– –
-48
396
– –
-62
397
– –
-23
398
– –
-18
399
$0 ﹤0.01%
2
400
$0 ﹤0.01%
2
14 15
16
17 18