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
551
$1.74K ﹤0.01%
32
552
$1.72K ﹤0.01%
13
+4
553
$1.68K ﹤0.01%
+14
554
$1.63K ﹤0.01%
+48
555
$1.6K ﹤0.01%
+6
556
$1.6K ﹤0.01%
+10
557
$1.55K ﹤0.01%
129
-40
558
$1.52K ﹤0.01%
19
+15
559
$1.52K ﹤0.01%
+26
560
$1.46K ﹤0.01%
+39
561
$1.44K ﹤0.01%
+58
562
$1.39K ﹤0.01%
+19
563
$1.37K ﹤0.01%
+8
564
$1.37K ﹤0.01%
15
-235
565
$1.37K ﹤0.01%
+33
566
$1.35K ﹤0.01%
13
+11
567
$1.34K ﹤0.01%
14
-4
568
$1.32K ﹤0.01%
+48
569
$1.3K ﹤0.01%
+47
570
$1.3K ﹤0.01%
47
571
$1.29K ﹤0.01%
24
572
$1.29K ﹤0.01%
+3
573
$1.28K ﹤0.01%
+12
574
$1.27K ﹤0.01%
67
575
$1.27K ﹤0.01%
18
21 22
23
24 25