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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11.1K ﹤0.01%
333
477
$11.1K ﹤0.01%
196
-72
478
$11K ﹤0.01%
105
+3
479
$11K ﹤0.01%
476
480
$11K ﹤0.01%
+200
481
$10.8K ﹤0.01%
1,552
+740
482
$10.8K ﹤0.01%
66
483
$10.8K ﹤0.01%
264
484
$10.8K ﹤0.01%
670
-11,524
485
$10.7K ﹤0.01%
200
486
$10.7K ﹤0.01%
149
487
$10.5K ﹤0.01%
113
488
$10.4K ﹤0.01%
208
+87
489
$10.4K ﹤0.01%
120
-44
490
$10.3K ﹤0.01%
507
+371
491
$10.3K ﹤0.01%
87
492
$10.3K ﹤0.01%
237
493
$10.2K ﹤0.01%
382
-12
494
$9.9K ﹤0.01%
534
495
$9.87K ﹤0.01%
239
-132
496
$9.83K ﹤0.01%
44
497
$9.81K ﹤0.01%
1
498
$9.76K ﹤0.01%
36
-327
499
$9.65K ﹤0.01%
125
+9
500
$9.64K ﹤0.01%
34
+2
18 19
20
21 22