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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.12M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$7.63M
2
+$5.47M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.33M
5
FIS icon
Fidelity National Information Services
FIS
+$448K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$15K ﹤0.01%
+564
502
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+265
503
$15K ﹤0.01%
+139
504
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505
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506
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+37
507
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+217
508
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+170
509
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+180
510
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292
+38
511
$14K ﹤0.01%
450
512
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900
513
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+92
514
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+439
515
$14K ﹤0.01%
264
516
$14K ﹤0.01%
+45
517
$14K ﹤0.01%
+202
518
$14K ﹤0.01%
+1,331
519
$14K ﹤0.01%
+294
520
$14K ﹤0.01%
+1,200
521
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+210
522
$14K ﹤0.01%
+315
523
$14K ﹤0.01%
+148
524
$14K ﹤0.01%
500
525
$14K ﹤0.01%
140
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