CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.94M 0.76%
85,035
+5,956
27
$7.69M 0.73%
91,413
+4,024
28
$7.49M 0.71%
12,224
-1,983
29
$7.07M 0.67%
+29,077
30
$6.56M 0.63%
35,144
+4,052
31
$6.34M 0.61%
39,198
+954
32
$5.97M 0.57%
27,184
+259
33
$5.82M 0.56%
+17,054
34
$5.12M 0.49%
+42,730
35
$5.12M 0.49%
55,951
-404
36
$4.92M 0.47%
90,865
-8,525
37
$4.73M 0.45%
14,418
+1,362
38
$4.62M 0.44%
91,098
+8,510
39
$4.3M 0.41%
5,862
+144
40
$4.3M 0.41%
65,189
-1,911
41
$4.09M 0.39%
75,120
-2
42
$3.95M 0.38%
+12,517
43
$3.27M 0.31%
27,952
+1,716
44
$2.85M 0.27%
+8,653
45
$2.74M 0.26%
24,279
+688
46
$2.67M 0.25%
+18,318
47
$2.6M 0.25%
95,177
-394
48
$2.58M 0.25%
5,420
-602
49
$2.55M 0.24%
33,289
+129
50
$2.52M 0.24%
23,627
+18,092
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