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
$316M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$3.71M
3
+$2.53M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$1.06M
2
+$687K
3
+$487K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$309K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$151K

Sector Composition

1 Communication Services 64.76%
2 Energy 5.55%
3 Technology 1.7%
4 Financials 1.47%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$759K 0.24%
3,716
+900
27
$643K 0.2%
6,355
28
$602K 0.19%
27,135
29
$560K 0.18%
7,460
30
$550K 0.17%
5,041
31
$527K 0.17%
10,956
32
$519K 0.16%
6,965
+1,824
33
$455K 0.14%
5,098
-567
34
$452K 0.14%
13,680
-755
35
$439K 0.14%
3,437
+2,592
36
$401K 0.13%
6,890
37
$397K 0.13%
4,064
+150
38
$383K 0.12%
10,420
-135
39
$381K 0.12%
7,376
40
$349K 0.11%
4,046
41
$338K 0.11%
1,048
42
$324K 0.1%
4,835
43
$304K 0.1%
3,394
44
$302K 0.1%
10,794
45
$300K 0.1%
1,121
-200
46
$296K 0.09%
2,440
-652
47
$280K 0.09%
9,690
48
$277K 0.09%
5,300
49
$272K 0.09%
6,566
50
$262K 0.08%
6,544
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