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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.89M
3
+$2.88M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.46M

Top Sells

1
+$32.6M
2
+$870K
3
+$159K
4
XOM icon
Exxon Mobil
XOM
+$110K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$80.9K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
1,000
402
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41
403
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6
404
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-3
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+500
406
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9
407
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6
408
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7
409
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+29
410
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125
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411
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30
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413
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450
-1,150
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100
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$1K ﹤0.01%
16
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416
$1K ﹤0.01%
5
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7
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2
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421
$1K ﹤0.01%
7
-49
422
$1K ﹤0.01%
6
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423
$1K ﹤0.01%
29
424
$1K ﹤0.01%
194
425
$1K ﹤0.01%
5
15 16
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