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
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.93K ﹤0.01%
+81
527
$2.9K ﹤0.01%
+131
528
$2.89K ﹤0.01%
+21
529
$2.88K ﹤0.01%
+32
530
$2.87K ﹤0.01%
30
+15
531
$2.79K ﹤0.01%
+48
532
$2.78K ﹤0.01%
28
+13
533
$2.75K ﹤0.01%
+131
534
$2.62K ﹤0.01%
13
+11
535
$2.54K ﹤0.01%
218
-21
536
$2.33K ﹤0.01%
20
537
$2.3K ﹤0.01%
+123
538
$2.29K ﹤0.01%
+67
539
$2.22K ﹤0.01%
17
+13
540
$2.22K ﹤0.01%
210
541
$2.21K ﹤0.01%
+10
542
$2.17K ﹤0.01%
+27
543
$2.15K ﹤0.01%
35
+25
544
$2.13K ﹤0.01%
+44
545
$2.08K ﹤0.01%
143
546
$2.03K ﹤0.01%
4
547
$1.85K ﹤0.01%
+1
548
$1.82K ﹤0.01%
+3
549
$1.81K ﹤0.01%
+15
550
$1.74K ﹤0.01%
80
20 21
22
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