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
426
$19K ﹤0.01%
+149
427
$19K ﹤0.01%
+118
428
$19K ﹤0.01%
+178
429
$19K ﹤0.01%
+49
430
$19K ﹤0.01%
+1,999
431
$19K ﹤0.01%
+160
432
$19K ﹤0.01%
904
+329
433
$19K ﹤0.01%
+488
434
$19K ﹤0.01%
+315
435
$19K ﹤0.01%
+358
436
$19K ﹤0.01%
+145
437
$19K ﹤0.01%
+671
438
$19K ﹤0.01%
+286
439
$19K ﹤0.01%
397
+83
440
$19K ﹤0.01%
+395
441
$19K ﹤0.01%
+289
442
$18K ﹤0.01%
+639
443
$18K ﹤0.01%
413
+28
444
$18K ﹤0.01%
+204
445
$18K ﹤0.01%
+237
446
$18K ﹤0.01%
+355
447
$18K ﹤0.01%
90
+55
448
$18K ﹤0.01%
+552
449
$18K ﹤0.01%
598
450
$18K ﹤0.01%
+182
16 17
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