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
$403M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$88.9M
2
+$58.7M
3
+$4.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.14M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.45M

Top Sells

1
+$32.1M
2
+$538K
3
+$195K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$93.2K
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$42.1K

Sector Composition

1 Healthcare 43.41%
2 Technology 3.51%
3 Energy 3.05%
4 Consumer Discretionary 2.49%
5 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
6
452
$1K ﹤0.01%
34
+14
453
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+16
454
$1K ﹤0.01%
+12
455
$1K ﹤0.01%
8
456
$1K ﹤0.01%
8
457
$1K ﹤0.01%
5
458
– –
-25
459
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460
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461
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462
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463
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464
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$0 ﹤0.01%
2
467
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6
468
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470
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10
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471
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472
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475
– –
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16 17 18
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