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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$42.1K ﹤0.01%
+197
402
$41.6K ﹤0.01%
+781
403
$41.2K ﹤0.01%
+59
404
$40K ﹤0.01%
292
405
$39.9K ﹤0.01%
945
406
$37.9K ﹤0.01%
361
407
$37.9K ﹤0.01%
483
+3
408
$37.7K ﹤0.01%
400
409
$36.5K ﹤0.01%
162
+109
410
$36.4K ﹤0.01%
+205
411
$36K ﹤0.01%
369
+205
412
$36K ﹤0.01%
+4,671
413
$36K ﹤0.01%
473
-616
414
$35.8K ﹤0.01%
128
415
$34.8K ﹤0.01%
613
+78
416
$34.6K ﹤0.01%
+107
417
$34.3K ﹤0.01%
505
+56
418
$33.6K ﹤0.01%
292
419
$32.7K ﹤0.01%
515
420
$32.2K ﹤0.01%
373
421
$32.1K ﹤0.01%
+1,186
422
$32.1K ﹤0.01%
150
423
$32.1K ﹤0.01%
360
424
$32K ﹤0.01%
436
+287
425
$32K ﹤0.01%
+545
15 16
17
18 19