CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$19.1K ﹤0.01%
+352
377
$19.1K ﹤0.01%
351
+240
378
$19.1K ﹤0.01%
370
379
$18.8K ﹤0.01%
37
-4
380
$18.7K ﹤0.01%
165
381
$18.4K ﹤0.01%
133
382
$18.4K ﹤0.01%
243
383
$18.4K ﹤0.01%
245
384
$18.1K ﹤0.01%
186
+116
385
$18K ﹤0.01%
238
386
$17.9K ﹤0.01%
590
387
$17.9K ﹤0.01%
708
+565
388
$17.8K ﹤0.01%
2,800
389
$17.6K ﹤0.01%
164
-39
390
$17.6K ﹤0.01%
+613
391
$17.5K ﹤0.01%
80
-10
392
$17.2K ﹤0.01%
3,100
393
$17.2K ﹤0.01%
1,672
+36
394
$17.1K ﹤0.01%
663
+275
395
$17K ﹤0.01%
98
+11
396
$16.9K ﹤0.01%
516
397
$16.7K ﹤0.01%
57
+7
398
$16.6K ﹤0.01%
366
-84
399
$16.4K ﹤0.01%
197
400
$16.4K ﹤0.01%
+566
14 15
16
17 18