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
476
$22.6K ﹤0.01%
283
-489
477
$22.4K ﹤0.01%
120
478
$22.3K ﹤0.01%
+294
479
$22K ﹤0.01%
+456
480
$21.9K ﹤0.01%
516
481
$21.9K ﹤0.01%
351
482
$21.6K ﹤0.01%
+159
483
$21.5K ﹤0.01%
1,193
+7
484
$21.3K ﹤0.01%
296
485
$21.3K ﹤0.01%
467
486
$21.2K ﹤0.01%
+128
487
$21.2K ﹤0.01%
386
+1
488
$20.7K ﹤0.01%
76
489
$20.6K ﹤0.01%
165
490
$20.6K ﹤0.01%
888
491
$20.4K ﹤0.01%
561
492
$20.3K ﹤0.01%
+148
493
$20.3K ﹤0.01%
861
494
$20.1K ﹤0.01%
352
495
$20.1K ﹤0.01%
216
496
$20.1K ﹤0.01%
584
497
$19.9K ﹤0.01%
+153
498
$19.9K ﹤0.01%
218
+43
499
$19.8K ﹤0.01%
708
500
$19.7K ﹤0.01%
2,800
18 19
20
21 22