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
501
$7.2K ﹤0.01%
271
502
$7.06K ﹤0.01%
791
503
$6.9K ﹤0.01%
417
+5
504
$6.7K ﹤0.01%
+73
505
$6.65K ﹤0.01%
200
506
$6.58K ﹤0.01%
51
507
$6.57K ﹤0.01%
66
508
$6.49K ﹤0.01%
151
+4
509
$6.35K ﹤0.01%
100
510
$6.3K ﹤0.01%
79
511
$6.11K ﹤0.01%
29
512
$6.06K ﹤0.01%
+137
513
$6K ﹤0.01%
52
514
$5.93K ﹤0.01%
+76
515
$5.86K ﹤0.01%
249
-1
516
$5.85K ﹤0.01%
277
517
$5.84K ﹤0.01%
534
518
$5.81K ﹤0.01%
136
519
$5.8K ﹤0.01%
158
520
$5.77K ﹤0.01%
40
-130
521
$5.76K ﹤0.01%
630
522
$5.48K ﹤0.01%
75
523
$5.45K ﹤0.01%
1,945
524
$5.41K ﹤0.01%
61
525
$5.37K ﹤0.01%
45
19 20
21
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