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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$26.4K ﹤0.01%
609
-30
452
$25.9K ﹤0.01%
581
453
$25.8K ﹤0.01%
1,465
454
$25.8K ﹤0.01%
+240
455
$25.7K ﹤0.01%
325
456
$25.5K ﹤0.01%
910
457
$25.4K ﹤0.01%
90
458
$25.3K ﹤0.01%
245
+3
459
$25.1K ﹤0.01%
+130
460
$24.7K ﹤0.01%
400
461
$24.4K ﹤0.01%
256
-17
462
$24.4K ﹤0.01%
171
463
$24.2K ﹤0.01%
1,055
464
$23.9K ﹤0.01%
122
+120
465
$23.9K ﹤0.01%
+3,049
466
$23.9K ﹤0.01%
232
+151
467
$23.6K ﹤0.01%
1,999
468
$23.6K ﹤0.01%
+133
469
$23.4K ﹤0.01%
+115
470
$23.3K ﹤0.01%
51
+14
471
$23.3K ﹤0.01%
291
472
$23.2K ﹤0.01%
500
473
$22.8K ﹤0.01%
+66
474
$22.7K ﹤0.01%
353
+152
475
$22.6K ﹤0.01%
129
-16
17 18
19
20 21