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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
$403M
AUM Growth
-$79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.3M
3
+$1.17M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$956K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$734K

Top Sells

1
+$2.94M
2
+$2.79M
3
+$1.85M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$812K
5
AAPL icon
Apple
AAPL
+$678K

Sector Composition

1 Healthcare 38.98%
2 Technology 4.15%
3 Energy 3.1%
4 Consumer Discretionary 2.56%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
4
402
$2K ﹤0.01%
73
-353
403
$2K ﹤0.01%
43
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404
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9
405
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6
406
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7
407
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14
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408
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409
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125
410
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12
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30
412
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5
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– –
0
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417
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450
418
$2K ﹤0.01%
+700
419
$2K ﹤0.01%
30
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420
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15
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15
422
$2K ﹤0.01%
35
423
$1K ﹤0.01%
23
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424
$1K ﹤0.01%
23
-107
425
$1K ﹤0.01%
2
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