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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.12M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$7.63M
2
+$5.47M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.33M
5
FIS icon
Fidelity National Information Services
FIS
+$448K

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%
691
+360
377
$26K 0.01%
626
+95
378
$26K 0.01%
+238
379
$26K 0.01%
+348
380
$25K 0.01%
800
+200
381
$25K 0.01%
719
+117
382
$25K 0.01%
876
383
$25K 0.01%
+209
384
$25K 0.01%
590
385
$25K 0.01%
2,800
386
$25K 0.01%
+976
387
$25K 0.01%
+305
388
$24K 0.01%
+273
389
$24K 0.01%
+142
390
$24K 0.01%
+752
391
$24K 0.01%
1,316
392
$24K 0.01%
+177
393
$24K 0.01%
+60
394
$23K 0.01%
+254
395
$23K 0.01%
275
+100
396
$23K 0.01%
+355
397
$23K 0.01%
439
+220
398
$23K 0.01%
+211
399
$22K ﹤0.01%
536
400
$22K ﹤0.01%
+364
14 15
16
17 18