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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$51K ﹤0.01%
500
-2
377
$50.6K ﹤0.01%
328
+102
378
$50.5K ﹤0.01%
+243
379
$50.1K ﹤0.01%
1,445
380
$50K ﹤0.01%
904
+76
381
$49.9K ﹤0.01%
875
382
$49.7K ﹤0.01%
457
+371
383
$49.7K ﹤0.01%
403
+48
384
$49.5K ﹤0.01%
991
-1,043
385
$49.5K ﹤0.01%
548
+33
386
$48.2K ﹤0.01%
569
387
$48.2K ﹤0.01%
+521
388
$47.3K ﹤0.01%
701
-131
389
$47.1K ﹤0.01%
645
-1,111
390
$46.6K ﹤0.01%
+88
391
$45.8K ﹤0.01%
400
-21
392
$45.8K ﹤0.01%
269
+19
393
$45.4K ﹤0.01%
+200
394
$44.9K ﹤0.01%
+371
395
$44.3K ﹤0.01%
742
-23
396
$44.3K ﹤0.01%
330
397
$44K ﹤0.01%
163
+13
398
$43.6K ﹤0.01%
368
+277
399
$43.4K ﹤0.01%
8,074
400
$42.8K ﹤0.01%
357
+284
14 15
16
17 18