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
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12.7K ﹤0.01%
175
402
$12.6K ﹤0.01%
329
403
$12.6K ﹤0.01%
306
404
$12.6K ﹤0.01%
7,900
405
$12.5K ﹤0.01%
44
406
$12.4K ﹤0.01%
220
+1
407
$12.3K ﹤0.01%
385
408
$12.3K ﹤0.01%
850
409
$12.2K ﹤0.01%
+25
410
$12.2K ﹤0.01%
150
411
$12.1K ﹤0.01%
595
412
$12K ﹤0.01%
+183
413
$11.8K ﹤0.01%
388
+57
414
$11.7K ﹤0.01%
1,999
415
$11.6K ﹤0.01%
100
416
$11.4K ﹤0.01%
500
417
$11.3K ﹤0.01%
100
418
$11.1K ﹤0.01%
149
419
$11K ﹤0.01%
228
-1,642
420
$10.9K ﹤0.01%
+148
421
$10.9K ﹤0.01%
25
+3
422
$10.5K ﹤0.01%
750
423
$10.5K ﹤0.01%
82
-150
424
$10.2K ﹤0.01%
264
425
$10.2K ﹤0.01%
200
15 16
17
18 19