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
551
$3.59K ﹤0.01%
313
552
$3.53K ﹤0.01%
+108
553
$3.45K ﹤0.01%
+100
554
$3.39K ﹤0.01%
167
+100
555
$3.33K ﹤0.01%
69
+47
556
$3.2K ﹤0.01%
+66
557
$3.16K ﹤0.01%
32
-36
558
$3.08K ﹤0.01%
+151
559
$3.08K ﹤0.01%
10
+8
560
$3.06K ﹤0.01%
+45
561
$3.02K ﹤0.01%
70
562
$2.93K ﹤0.01%
29
563
$2.89K ﹤0.01%
61
+28
564
$2.83K ﹤0.01%
20
565
$2.79K ﹤0.01%
35
-55
566
$2.67K ﹤0.01%
234
+3
567
$2.63K ﹤0.01%
1,470
568
$2.57K ﹤0.01%
154
-47
569
$2.54K ﹤0.01%
+237
570
$2.48K ﹤0.01%
+99
571
$2.45K ﹤0.01%
33
-498
572
$2.38K ﹤0.01%
25
-20
573
$2.36K ﹤0.01%
210
574
$2.3K ﹤0.01%
+137
575
$2.29K ﹤0.01%
+47
21 22
23
24 25