CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10.7K ﹤0.01%
186
+102
452
$10.7K ﹤0.01%
+83
453
$10.7K ﹤0.01%
500
454
$10.6K ﹤0.01%
22
-3
455
$10.5K ﹤0.01%
71
+65
456
$10.5K ﹤0.01%
751
+1
457
$10.4K ﹤0.01%
200
-83
458
$10.4K ﹤0.01%
+259
459
$10.4K ﹤0.01%
82
460
$10.1K ﹤0.01%
115
461
$10K ﹤0.01%
+51
462
$9.94K ﹤0.01%
591
463
$9.88K ﹤0.01%
91
464
$9.86K ﹤0.01%
237
465
$9.75K ﹤0.01%
+103
466
$9.74K ﹤0.01%
107
+18
467
$9.68K ﹤0.01%
+238
468
$9.52K ﹤0.01%
+28
469
$9.33K ﹤0.01%
71
+56
470
$9.26K ﹤0.01%
1,065
471
$9.19K ﹤0.01%
1,000
+13
472
$9.13K ﹤0.01%
+93
473
$9.05K ﹤0.01%
68
474
$9K ﹤0.01%
325
+1
475
$8.94K ﹤0.01%
200
-275
17 18
19
20 21