CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$17.3K ﹤0.01%
1,709
+37
527
$17.3K ﹤0.01%
+54
528
$17.2K ﹤0.01%
395
529
$16.9K ﹤0.01%
+335
530
$16.8K ﹤0.01%
+127
531
$16.4K ﹤0.01%
738
532
$16.4K ﹤0.01%
369
533
$16.3K ﹤0.01%
+450
534
$16.3K ﹤0.01%
307
535
$16.2K ﹤0.01%
171
536
$16.2K ﹤0.01%
+446
537
$16.2K ﹤0.01%
+250
538
$16.1K ﹤0.01%
80
539
$16.1K ﹤0.01%
+240
540
$16K ﹤0.01%
+32
541
$15.8K ﹤0.01%
+123
542
$15.8K ﹤0.01%
208
+33
543
$15.7K ﹤0.01%
+248
544
$15.7K ﹤0.01%
117
-69
545
$15.6K ﹤0.01%
+88
546
$15.6K ﹤0.01%
54
-3
547
$15.5K ﹤0.01%
401
548
$15.5K ﹤0.01%
48
-2
549
$15.4K ﹤0.01%
488
-78
550
$15.3K ﹤0.01%
+49
20 21
22
23 24