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

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

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%
+145
427
$19K ﹤0.01%
+671
428
$19K ﹤0.01%
+286
429
$19K ﹤0.01%
397
+83
430
$19K ﹤0.01%
+160
431
$19K ﹤0.01%
904
+329
432
$19K ﹤0.01%
+358
433
$19K ﹤0.01%
+395
434
$19K ﹤0.01%
+289
435
$19K ﹤0.01%
+1,999
436
$19K ﹤0.01%
+49
437
$19K ﹤0.01%
+178
438
$19K ﹤0.01%
+118
439
$19K ﹤0.01%
+149
440
$19K ﹤0.01%
+7
441
$19K ﹤0.01%
+560
442
$18K ﹤0.01%
+639
443
$18K ﹤0.01%
+163
444
$18K ﹤0.01%
+39
445
$18K ﹤0.01%
191
-4,513
446
$18K ﹤0.01%
+1,475
447
$18K ﹤0.01%
+888
448
$18K ﹤0.01%
+72
449
$18K ﹤0.01%
+182
450
$18K ﹤0.01%
598
16 17
18
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