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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
220
427
$13K ﹤0.01%
1,999
428
$12.9K ﹤0.01%
+142
429
$12.6K ﹤0.01%
39
-8
430
$12.5K ﹤0.01%
325
+61
431
$12.4K ﹤0.01%
150
432
$12.3K ﹤0.01%
+313
433
$12.1K ﹤0.01%
5,540
434
$12.1K ﹤0.01%
200
435
$11.9K ﹤0.01%
423
-787
436
$11.9K ﹤0.01%
53
+3
437
$11.9K ﹤0.01%
100
438
$11.8K ﹤0.01%
850
439
$11.8K ﹤0.01%
22
440
$11.7K ﹤0.01%
+234
441
$11.7K ﹤0.01%
+144
442
$11.4K ﹤0.01%
+104
443
$11.4K ﹤0.01%
+227
444
$11.2K ﹤0.01%
7,950
+50
445
$11.2K ﹤0.01%
595
446
$11K ﹤0.01%
592
+14
447
$10.9K ﹤0.01%
120
448
$10.9K ﹤0.01%
109
+105
449
$10.9K ﹤0.01%
149
450
$10.8K ﹤0.01%
113
16 17
18
19 20