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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.3M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.43M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.33%
2 Technology 5.23%
3 Financials 3.87%
4 Real Estate 2.49%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$488K 0.48%
+15,550
27
$480K 0.47%
+4,331
28
$473K 0.46%
+17,732
29
$465K 0.46%
+5,795
30
$444K 0.43%
+9,265
31
$431K 0.42%
+4,029
32
$387K 0.38%
+20,305
33
$382K 0.37%
+3,092
34
$359K 0.35%
+9,334
35
$350K 0.34%
+4,213
36
$331K 0.32%
+3,930
37
$321K 0.31%
+3,394
38
$303K 0.3%
+10,000
39
$295K 0.29%
+7,244
40
$285K 0.28%
+68,423
41
$252K 0.25%
+854
42
$231K 0.23%
+4,380
43
$228K 0.22%
+4,943
44
$223K 0.22%
+1,131
45
$223K 0.22%
+7,594
46
$220K 0.22%
+5,640
47
$219K 0.21%
+3,740
48
$218K 0.21%
+9,690
49
$214K 0.21%
+1,212
50
$207K 0.2%
+3,976
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