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
426
$31.9K ﹤0.01%
+134
427
$31.8K ﹤0.01%
864
428
$31.3K ﹤0.01%
+29
429
$31.1K ﹤0.01%
90
430
$31.1K ﹤0.01%
2,599
+141
431
$30.8K ﹤0.01%
+225
432
$30.3K ﹤0.01%
+102
433
$30.3K ﹤0.01%
1,402
434
$30.2K ﹤0.01%
+96
435
$30.1K ﹤0.01%
+322
436
$29.6K ﹤0.01%
+415
437
$29.3K ﹤0.01%
5,540
438
$28.8K ﹤0.01%
637
439
$28.8K ﹤0.01%
+147
440
$28.7K ﹤0.01%
+1,243
441
$28.7K ﹤0.01%
254
442
$28.5K ﹤0.01%
168
+117
443
$28.4K ﹤0.01%
661
444
$28.3K ﹤0.01%
343
+146
445
$28K ﹤0.01%
175
+77
446
$27.9K ﹤0.01%
+525
447
$27.7K ﹤0.01%
385
448
$27.3K ﹤0.01%
+50
449
$26.4K ﹤0.01%
81
+2
450
$26.4K ﹤0.01%
70
-2
16 17
18
19 20