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
576
$13.4K ﹤0.01%
530
577
$13.3K ﹤0.01%
773
578
$13K ﹤0.01%
+250
579
$13K ﹤0.01%
+82
580
$13K ﹤0.01%
+138
581
$12.9K ﹤0.01%
+168
582
$12.8K ﹤0.01%
+397
583
$12.6K ﹤0.01%
+90
584
$12.6K ﹤0.01%
113
585
$12.6K ﹤0.01%
+238
586
$12.3K ﹤0.01%
850
587
$12.2K ﹤0.01%
227
588
$12.2K ﹤0.01%
313
589
$12.2K ﹤0.01%
198
+47
590
$12K ﹤0.01%
+370
591
$12K ﹤0.01%
+101
592
$12K ﹤0.01%
100
593
$11.9K ﹤0.01%
703
594
$11.9K ﹤0.01%
+9
595
$11.9K ﹤0.01%
410
-13
596
$11.8K ﹤0.01%
120
597
$11.8K ﹤0.01%
1,205
+205
598
$11.7K ﹤0.01%
+118
599
$11.7K ﹤0.01%
+238
600
$11.7K ﹤0.01%
+205
22 23
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