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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$26K 0.01%
+238
377
$26K 0.01%
472
+72
378
$26K 0.01%
691
+360
379
$26K 0.01%
+80
380
$25K 0.01%
876
381
$25K 0.01%
+209
382
$25K 0.01%
590
383
$25K 0.01%
2,800
384
$25K 0.01%
+976
385
$25K 0.01%
+305
386
$25K 0.01%
719
+117
387
$25K 0.01%
800
+200
388
$24K 0.01%
+142
389
$24K 0.01%
+752
390
$24K 0.01%
1,316
391
$24K 0.01%
+177
392
$24K 0.01%
+60
393
$24K 0.01%
+273
394
$23K 0.01%
+254
395
$23K 0.01%
+355
396
$23K 0.01%
275
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397
$23K 0.01%
+211
398
$23K 0.01%
439
+220
399
$22K ﹤0.01%
434
+3
400
$22K ﹤0.01%
+180
14 15
16
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