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
526
$7.62K ﹤0.01%
210
527
$7.49K ﹤0.01%
57
+4
528
$7.33K ﹤0.01%
83
-216
529
$7.33K ﹤0.01%
171
530
$7.23K ﹤0.01%
200
531
$7.12K ﹤0.01%
109
-20
532
$7.11K ﹤0.01%
66
-63
533
$7.07K ﹤0.01%
134
534
$7.03K ﹤0.01%
578
+7
535
$7.02K ﹤0.01%
171
536
$6.96K ﹤0.01%
35
537
$6.57K ﹤0.01%
194
538
$6.56K ﹤0.01%
73
539
$6.53K ﹤0.01%
29
+3
540
$6.5K ﹤0.01%
113
541
$6.47K ﹤0.01%
65
-25
542
$6.43K ﹤0.01%
5,540
543
$6.32K ﹤0.01%
64
-31
544
$6.31K ﹤0.01%
26
-20
545
$6.27K ﹤0.01%
100
546
$6.17K ﹤0.01%
630
-3,801
547
$6.16K ﹤0.01%
46
548
$6.08K ﹤0.01%
55
549
$6.08K ﹤0.01%
53
550
$6.06K ﹤0.01%
55
20 21
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