CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.71K ﹤0.01%
252
477
$8.56K ﹤0.01%
22
-3
478
$8.54K ﹤0.01%
93
+1
479
$8.43K ﹤0.01%
106
480
$8.24K ﹤0.01%
1,000
481
$8.23K ﹤0.01%
+81
482
$8.05K ﹤0.01%
690
+416
483
$8.03K ﹤0.01%
+351
484
$8.02K ﹤0.01%
956
485
$7.98K ﹤0.01%
137
+81
486
$7.97K ﹤0.01%
+136
487
$7.78K ﹤0.01%
27
+2
488
$7.64K ﹤0.01%
88
489
$7.63K ﹤0.01%
127
490
$7.59K ﹤0.01%
+134
491
$7.54K ﹤0.01%
90
492
$7.51K ﹤0.01%
2,362
+1,383
493
$7.47K ﹤0.01%
206
+125
494
$7.47K ﹤0.01%
+81
495
$7.37K ﹤0.01%
+288
496
$7.37K ﹤0.01%
213
+130
497
$7.33K ﹤0.01%
163
498
$7.33K ﹤0.01%
353
+222
499
$7.31K ﹤0.01%
333
+202
500
$7.25K ﹤0.01%
495
+295
18 19
20
21 22