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
$578M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.89M
3
+$1.51M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.39M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.32M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$12.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M

Sector Composition

1 Healthcare 21.14%
2 Financials 6.03%
3 Technology 0.34%
4 Energy 0.3%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$181 ﹤0.01%
2
452
$179 ﹤0.01%
1
453
$178 ﹤0.01%
2
454
$178 ﹤0.01%
1
455
$177 ﹤0.01%
+2
456
$175 ﹤0.01%
5
457
$172 ﹤0.01%
+2
458
$171 ﹤0.01%
+1
459
$171 ﹤0.01%
+1
460
$170 ﹤0.01%
3
461
$170 ﹤0.01%
1
462
$170 ﹤0.01%
2
463
$169 ﹤0.01%
8
464
$167 ﹤0.01%
11
465
$166 ﹤0.01%
2
466
$160 ﹤0.01%
1
467
$159 ﹤0.01%
4
-1
468
$159 ﹤0.01%
4
469
$159 ﹤0.01%
2
470
$157 ﹤0.01%
+1
471
$153 ﹤0.01%
+4
472
$152 ﹤0.01%
1
473
$151 ﹤0.01%
+2
474
$150 ﹤0.01%
1
475
$149 ﹤0.01%
+4
17 18
19
20 21