CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13.3K ﹤0.01%
601
+4
452
$13K ﹤0.01%
73
453
$12.9K ﹤0.01%
1,217
+12
454
$12.8K ﹤0.01%
512
455
$12.3K ﹤0.01%
1,945
456
$12.2K ﹤0.01%
1,171
+11
457
$12.2K ﹤0.01%
850
458
$12.2K ﹤0.01%
1,479
-279
459
$11.9K ﹤0.01%
595
460
$11.9K ﹤0.01%
148
+1
461
$11.8K ﹤0.01%
111
-123
462
$11.8K ﹤0.01%
134
-46
463
$11.6K ﹤0.01%
331
464
$11.6K ﹤0.01%
149
465
$11.5K ﹤0.01%
200
+50
466
$11.5K ﹤0.01%
492
467
$11.5K ﹤0.01%
253
468
$11.5K ﹤0.01%
177
469
$11.5K ﹤0.01%
100
470
$11.4K ﹤0.01%
85
471
$11.4K ﹤0.01%
1,065
+373
472
$11.4K ﹤0.01%
41
-22
473
$11.4K ﹤0.01%
1,999
474
$11.3K ﹤0.01%
113
475
$11.3K ﹤0.01%
136
-50
17 18
19
20 21