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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.38%
20,006
+55
27
$1.7M 0.38%
15,986
+3,726
28
$1.44M 0.32%
28,790
+14,480
29
$1.39M 0.31%
15,198
+1,965
30
$1.29M 0.29%
11,840
+5,200
31
$1.26M 0.28%
31,377
+740
32
$1.23M 0.27%
11,240
+5,520
33
$1.15M 0.25%
8,018
+962
34
$1.08M 0.24%
6,714
+1,882
35
$1.03M 0.23%
18,949
+7,624
36
$957K 0.21%
10,501
+1,513
37
$900K 0.2%
11,923
+223
38
$852K 0.19%
17,364
+17,207
39
$830K 0.18%
10,776
+1,293
40
$779K 0.17%
5,623
+218
41
$773K 0.17%
14,745
+2,053
42
$753K 0.17%
22,895
+15,637
43
$702K 0.16%
13,422
+7,000
44
$690K 0.15%
3,660
+122
45
$674K 0.15%
1,313
+416
46
$661K 0.15%
3,922
-150
47
$644K 0.14%
6,825
+2,896
48
$641K 0.14%
5,695
+629
49
$636K 0.14%
7,451
+6,275
50
$583K 0.13%
5,438
+679
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2
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