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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.12M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$7.63M
2
+$5.47M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.33M
5
FIS icon
Fidelity National Information Services
FIS
+$448K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22K ﹤0.01%
+578
402
$22K ﹤0.01%
+89
403
$22K ﹤0.01%
+180
404
$22K ﹤0.01%
434
+3
405
$21K ﹤0.01%
+291
406
$21K ﹤0.01%
+44
407
$21K ﹤0.01%
+1,945
408
$21K ﹤0.01%
225
+200
409
$21K ﹤0.01%
100
410
$21K ﹤0.01%
+332
411
$21K ﹤0.01%
876
+280
412
$21K ﹤0.01%
+35
413
$20K ﹤0.01%
+435
414
$20K ﹤0.01%
+903
415
$20K ﹤0.01%
+140
416
$20K ﹤0.01%
+348
417
$20K ﹤0.01%
+266
418
$20K ﹤0.01%
+5
419
$20K ﹤0.01%
+100
420
$20K ﹤0.01%
+957
421
$20K ﹤0.01%
+359
422
$20K ﹤0.01%
+5,540
423
$20K ﹤0.01%
+125
424
$19K ﹤0.01%
+560
425
$19K ﹤0.01%
+7
15 16
17
18 19