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
-$148K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$457K
3
+$297K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$293K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$280K

Top Sells

1
+$622K
2
+$372K
3
+$168K
4
PGX icon
Invesco Preferred ETF
PGX
+$135K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$85K

Sector Composition

1 Energy 19.2%
2 Technology 5.64%
3 Financials 4.12%
4 Industrials 2.08%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$444K 0.44%
6,140
+2,400
27
$443K 0.43%
4,029
28
$421K 0.41%
5,317
-478
29
$417K 0.41%
10,836
-1,105
30
$408K 0.4%
5,400
+1,187
31
$391K 0.38%
6,059
32
$389K 0.38%
3,092
33
$385K 0.38%
17,732
34
$346K 0.34%
9,195
-139
35
$346K 0.34%
1,171
+395
36
$344K 0.34%
1,048
+194
37
$323K 0.32%
10,000
38
$310K 0.3%
3,394
39
$304K 0.3%
3,930
40
$295K 0.29%
1,849
+637
41
$291K 0.29%
5,584
+641
42
$283K 0.28%
6,740
-504
43
$259K 0.25%
5,000
+620
44
$251K 0.25%
15,247
-5,058
45
$230K 0.23%
5,640
46
$224K 0.22%
9,690
47
$223K 0.22%
38,520
+8,000
48
$210K 0.21%
101
49
$205K 0.2%
3,976
50
$202K 0.2%
1,100
+230
1
2
3 4 5