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
551
$15.2K ﹤0.01%
107
+74
552
$15.1K ﹤0.01%
+67
553
$15.1K ﹤0.01%
1,240
+969
554
$15.1K ﹤0.01%
100
-175
555
$15.1K ﹤0.01%
403
+395
556
$15K ﹤0.01%
150
557
$15K ﹤0.01%
1,000
558
$14.9K ﹤0.01%
306
559
$14.8K ﹤0.01%
+600
560
$14.8K ﹤0.01%
714
+122
561
$14.7K ﹤0.01%
+88
562
$14.6K ﹤0.01%
150
563
$14.5K ﹤0.01%
329
564
$14.5K ﹤0.01%
300
-66
565
$14.4K ﹤0.01%
+219
566
$14.4K ﹤0.01%
41
+31
567
$14.3K ﹤0.01%
+493
568
$14K ﹤0.01%
220
569
$13.7K ﹤0.01%
494
-56
570
$13.6K ﹤0.01%
200
571
$13.6K ﹤0.01%
125
-17
572
$13.6K ﹤0.01%
+185
573
$13.6K ﹤0.01%
316
+116
574
$13.5K ﹤0.01%
250
575
$13.4K ﹤0.01%
200
21 22
23
24 25