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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.4M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.68M

Top Sells

1
+$1.65M
2
+$950K
3
+$689K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
ANET icon
Arista Networks
ANET
+$627K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.73M 0.75%
41,476
-45
27
$6.05M 0.68%
191,752
-21,824
28
$5.81M 0.65%
30,042
+242
29
$5.51M 0.62%
70,334
+5,646
30
$5.26M 0.59%
28,872
-1,839
31
$5.06M 0.57%
19,264
+416
32
$4.68M 0.52%
11,500
-347
33
$4.56M 0.51%
54,455
+40,609
34
$4.29M 0.48%
34,740
-3,640
35
$4.23M 0.47%
96,728
+6,337
36
$3.53M 0.4%
30,664
+1,296
37
$3.47M 0.39%
64,839
+4,485
38
$3.2M 0.36%
6,354
-118
39
$3.08M 0.35%
4,571
-328
40
$2.92M 0.33%
10,933
+164
41
$2.86M 0.32%
6,806
-2,257
42
$2.79M 0.31%
34,845
+9,024
43
$2.7M 0.3%
7,395
-150
44
$2.61M 0.29%
45,343
+303
45
$2.29M 0.26%
2,700
-32
46
$2.29M 0.26%
88,362
+1,458
47
$2.12M 0.24%
34,355
+2,059
48
$1.91M 0.21%
17,364
+356
49
$1.71M 0.19%
4,956
-13
50
$1.69M 0.19%
10,231
+664
1
2
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