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
576
$1.26K ﹤0.01%
+21
577
$1.25K ﹤0.01%
15
+12
578
$1.22K ﹤0.01%
+22
579
$1.2K ﹤0.01%
25
580
$1.17K ﹤0.01%
+18
581
$1.13K ﹤0.01%
+9
582
$1.12K ﹤0.01%
59
583
$1.11K ﹤0.01%
+18
584
$1.1K ﹤0.01%
12
+7
585
$1.06K ﹤0.01%
+24
586
$1.06K ﹤0.01%
54
587
$1.05K ﹤0.01%
+21
588
$1.04K ﹤0.01%
+11
589
$1.03K ﹤0.01%
8
590
$1.01K ﹤0.01%
+22
591
$1.01K ﹤0.01%
6
+3
592
$986 ﹤0.01%
13
+10
593
$983 ﹤0.01%
+80
594
$979 ﹤0.01%
+32
595
$972 ﹤0.01%
+27
596
$945 ﹤0.01%
+7
597
$940 ﹤0.01%
20
598
$931 ﹤0.01%
50
599
$883 ﹤0.01%
20
600
$881 ﹤0.01%
38
22 23
24
25 26