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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$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
O icon
451
Realty Income
O
$59.5B
$10.7K ﹤0.01%
186
+102
+121% +$5.77K
KMB icon
452
Kimberly-Clark
KMB
$35.5B
$10.7K ﹤0.01%
+83
New +$11.3K
PEO
453
Adams Natural Resources Fund
PEO
$716M
$10.7K ﹤0.01%
500
– –
KNSL icon
454
Kinsale Capital Group
KNSL
$7.78B
$10.6K ﹤0.01%
22
-3
-12% -$1.4K
MAA icon
455
Mid-America Apartment Communities
MAA
$15.6B
$10.5K ﹤0.01%
71
+65
+1,083% +$10.1K
SCM icon
456
Stellus Capital Investment Corp
SCM
$242M
$10.5K ﹤0.01%
751
+1
+0.1% +$13
FTV icon
457
Fortive
FTV
$18.5B
$10.4K ﹤0.01%
200
-83
-29% -$4.35K
PVAL icon
458
Putnam Focused Large Cap Value ETF
PVAL
$12.3B
$10.4K ﹤0.01%
+259
New +$9.76K
IBB icon
459
iShares Biotechnology ETF
IBB
$9.18B
$10.4K ﹤0.01%
82
– –
TPR icon
460
Tapestry
TPR
$27.3B
$10.1K ﹤0.01%
115
– –
FTEC icon
461
Fidelity MSCI Information Technology Index ETF
FTEC
$20.5B
$10K ﹤0.01%
+51
New +$8.82K
ARR
462
Armour Residential REIT
ARR
$2.12B
$9.94K ﹤0.01%
591
– –
XLC icon
463
State Street Communication Services Select Sector SPDR ETF
XLC
$23.3B
$9.88K ﹤0.01%
91
– –
BIPC icon
464
Brookfield Infrastructure
BIPC
$4.88B
$9.86K ﹤0.01%
237
– –
IUSV icon
465
iShares Core S&P US Value ETF
IUSV
$26.9B
$9.75K ﹤0.01%
+103
New +$9.3K
ACGL icon
466
Arch Capital
ACGL
$35.5B
$9.74K ﹤0.01%
107
+18
+20% +$1.66K
PRFZ icon
467
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.79B
$9.68K ﹤0.01%
+238
New +$9.08K
EG icon
468
Everest Group
EG
$14.7B
$9.52K ﹤0.01%
+28
New +$9.66K
J icon
469
Jacobs Solutions
J
$15.3B
$9.33K ﹤0.01%
71
+56
+373% +$6.91K
SNAP icon
470
Snap
SNAP
$7.87B
$9.26K ﹤0.01%
1,065
– –
AGNC icon
471
AGNC Investment
AGNC
$12.8B
$9.19K ﹤0.01%
1,000
+13
+1% +$116
SJM icon
472
J.M. Smucker
SJM
$11.6B
$9.13K ﹤0.01%
+93
New +$10.2K
IJT icon
473
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
$9.05K ﹤0.01%
68
– –
SCHV
474
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$9K ﹤0.01%
325
+1
+0.3% +$26
YUMC icon
475
Yum China
YUMC
$14.9B
$8.94K ﹤0.01%
200
-275
-58% -$12.3K
17 18
19
20 21

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OA
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MTC
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OCAI
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JAG
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BONST
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NNPTE
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