We are live on ! Find out more
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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$7.42M
3
+$5.89M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.5M

Top Sells

1
+$891K
2
+$763K
3
+$460K
4
TSLA icon
Tesla
TSLA
+$261K
5
PGX icon
Invesco Preferred ETF
PGX
+$257K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
0
452
– –
-25
453
– –
-6
454
– –
-31
455
– –
-30
456
– –
-38
457
– –
-851
458
– –
-6
459
– –
-15
460
$0 ﹤0.01%
12
461
– –
-950
462
– –
-16
463
– –
-72
464
$0 ﹤0.01%
10
465
– –
0
466
$0 ﹤0.01%
4
467
– –
-450
468
– –
0
469
– –
-8
470
$0 ﹤0.01%
8
-298
471
– –
-5,000
472
– –
-600
473
$0 ﹤0.01%
+1,394
474
– –
-100
475
– –
-5
16 17 18
19
20