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
$578M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.89M
3
+$1.51M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.39M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.32M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$12.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M

Sector Composition

1 Healthcare 21.14%
2 Financials 6.03%
3 Technology 0.34%
4 Energy 0.3%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$131 ﹤0.01%
2
-3
502
$130 ﹤0.01%
5
-1
503
$130 ﹤0.01%
10
+2
504
$130 ﹤0.01%
4
505
$129 ﹤0.01%
+20
506
$129 ﹤0.01%
+15
507
$128 ﹤0.01%
13
+1
508
$128 ﹤0.01%
+19
509
$128 ﹤0.01%
+12
510
$128 ﹤0.01%
5
-1
511
$128 ﹤0.01%
4
+3
512
$128 ﹤0.01%
+2
513
$127 ﹤0.01%
3
514
$127 ﹤0.01%
2
515
$127 ﹤0.01%
8
+1
516
$126 ﹤0.01%
+10
517
$126 ﹤0.01%
11
+3
518
$126 ﹤0.01%
15
+5
519
$126 ﹤0.01%
+1
520
$125 ﹤0.01%
+2
521
$125 ﹤0.01%
+37
522
$124 ﹤0.01%
+15
523
$124 ﹤0.01%
+4
524
$124 ﹤0.01%
5
-3
525
$123 ﹤0.01%
+5
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