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
501
$9.61K ﹤0.01%
118
-46
502
$9.49K ﹤0.01%
68
-50
503
$9.39K ﹤0.01%
148
+32
504
$9.39K ﹤0.01%
112
+18
505
$9.34K ﹤0.01%
450
506
$9.31K ﹤0.01%
100
-42
507
$9.18K ﹤0.01%
791
508
$9.11K ﹤0.01%
254
509
$9.06K ﹤0.01%
+348
510
$9.05K ﹤0.01%
179
511
$9K ﹤0.01%
50
512
$8.98K ﹤0.01%
113
-51
513
$8.96K ﹤0.01%
66
+4
514
$8.71K ﹤0.01%
68
+5
515
$8.65K ﹤0.01%
29
+2
516
$8.59K ﹤0.01%
+321
517
$8.5K ﹤0.01%
956
-1
518
$8.48K ﹤0.01%
52
519
$8.23K ﹤0.01%
91
520
$8.17K ﹤0.01%
14
+1
521
$8.14K ﹤0.01%
42
522
$8.14K ﹤0.01%
250
+100
523
$8.11K ﹤0.01%
701
+16
524
$7.83K ﹤0.01%
+116
525
$7.8K ﹤0.01%
246
19 20
21
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