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
576
$2.25K ﹤0.01%
14
577
$2.24K ﹤0.01%
+23
578
$2.22K ﹤0.01%
+23
579
$2.19K ﹤0.01%
+621
580
$2.16K ﹤0.01%
8
-151
581
$2.15K ﹤0.01%
39
+30
582
$2.12K ﹤0.01%
+21
583
$2.06K ﹤0.01%
271
+220
584
$2.04K ﹤0.01%
4
+2
585
$1.97K ﹤0.01%
+65
586
$1.92K ﹤0.01%
80
587
$1.91K ﹤0.01%
32
588
$1.77K ﹤0.01%
4
589
$1.75K ﹤0.01%
19
+7
590
$1.67K ﹤0.01%
130
+1
591
$1.63K ﹤0.01%
+150
592
$1.59K ﹤0.01%
+76
593
$1.48K ﹤0.01%
6
+4
594
$1.48K ﹤0.01%
25
+1
595
$1.44K ﹤0.01%
42
+22
596
$1.42K ﹤0.01%
18
597
$1.41K ﹤0.01%
+14
598
$1.38K ﹤0.01%
+19
599
$1.38K ﹤0.01%
8
+4
600
$1.33K ﹤0.01%
59
22 23
24
25 26