CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
12
-6
427
$1K ﹤0.01%
25
428
$1K ﹤0.01%
5
-2
429
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8
430
$1K ﹤0.01%
35
431
$1K ﹤0.01%
150
432
$1K ﹤0.01%
14
433
$1K ﹤0.01%
5
434
$1K ﹤0.01%
194
435
$1K ﹤0.01%
29
436
$1K ﹤0.01%
6
-9
437
$1K ﹤0.01%
7
-49
438
$1K ﹤0.01%
2
-11
439
$1K ﹤0.01%
7
440
$1K ﹤0.01%
6
441
$1K ﹤0.01%
8
442
$1K ﹤0.01%
5
443
– –
-12
444
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-51
445
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-2,800
446
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-1
447
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-90
448
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-2
449
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-1,300
450
– –
-6
16 17
18
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