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
$578M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.89M
3
+$1.51M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.39M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.32M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$12.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M

Sector Composition

1 Healthcare 21.14%
2 Financials 6.03%
3 Technology 0.34%
4 Energy 0.3%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$82 ﹤0.01%
21
577
– –
0
578
$30 ﹤0.01%
5
579
$26 ﹤0.01%
4
580
$17 ﹤0.01%
3
581
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-3,406
582
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-73
583
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-1,610
584
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585
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586
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587
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-6,642
588
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-90
589
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-35
590
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-38
591
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-343
592
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593
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594
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595
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-630
596
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597
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598
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-30
599
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-7
600
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-1
22 23
24
25 26