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
526
$5.35K ﹤0.01%
+141
527
$5.34K ﹤0.01%
63
528
$5.24K ﹤0.01%
11
529
$5.24K ﹤0.01%
145
+4
530
$5.22K ﹤0.01%
347
531
$5.21K ﹤0.01%
100
532
$5.14K ﹤0.01%
57
533
$5.1K ﹤0.01%
21
+3
534
$5.07K ﹤0.01%
87
535
$5.03K ﹤0.01%
115
+15
536
$5K ﹤0.01%
63
537
$4.92K ﹤0.01%
100
538
$4.89K ﹤0.01%
87
+66
539
$4.61K ﹤0.01%
20
540
$4.5K ﹤0.01%
+73
541
$4.43K ﹤0.01%
33
+5
542
$4.37K ﹤0.01%
+192
543
$4.33K ﹤0.01%
238
+20
544
$4.02K ﹤0.01%
+55
545
$3.98K ﹤0.01%
5
546
$3.96K ﹤0.01%
250
547
$3.9K ﹤0.01%
50
-20
548
$3.8K ﹤0.01%
+74
549
$3.79K ﹤0.01%
100
550
$3.64K ﹤0.01%
47
+12
20 21
22
23 24