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
$512M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.88M
3
+$2.66M
4
PG icon
Procter & Gamble
PG
+$973K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$896K

Top Sells

1
+$801K
2
+$674K
3
+$365K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$255K
5
IVT icon
InvenTrust Properties
IVT
+$94.8K

Sector Composition

1 Healthcare 26.6%
2 Technology 4.65%
3 Energy 4.1%
4 Financials 3.1%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+48
402
$4K ﹤0.01%
508
403
$4K ﹤0.01%
200
404
$4K ﹤0.01%
27
405
$4K ﹤0.01%
130
406
$4K ﹤0.01%
519
407
$4K ﹤0.01%
36
408
$4K ﹤0.01%
+90
409
$4K ﹤0.01%
200
410
$4K ﹤0.01%
28
411
$3K ﹤0.01%
2,000
412
$3K ﹤0.01%
521
413
$3K ﹤0.01%
417
414
$3K ﹤0.01%
43
415
$3K ﹤0.01%
180
416
$3K ﹤0.01%
+25
417
$3K ﹤0.01%
100
418
$3K ﹤0.01%
+25
419
$3K ﹤0.01%
+36
420
$3K ﹤0.01%
+25
421
$3K ﹤0.01%
+73
422
$3K ﹤0.01%
29
423
$3K ﹤0.01%
+74
424
$3K ﹤0.01%
+23
425
$3K ﹤0.01%
300
15 16
17
18 19