CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.6M
3
+$3.35M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.91M

Top Sells

1
+$1.66M
2
+$1.13M
3
+$183K
4
SNAP icon
Snap
SNAP
+$150K
5
DVY icon
iShares Select Dividend ETF
DVY
+$77.3K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.37%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-8
452
– –
-111
453
– –
-329
454
– –
-104
455
– –
-39
456
– –
-66
457
$0 ﹤0.01%
10
458
– –
-1
459
– –
-24
460
– –
-58
461
– –
-26
462
– –
-53
463
– –
-35
464
– –
-35
465
– –
-59
466
– –
-6
467
– –
-24
468
$0 ﹤0.01%
10
469
– –
-16
470
– –
-14
471
– –
-6
472
– –
-117
473
– –
-1,500
474
– –
-31
475
– –
0
16 17 18
19
20