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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.12M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$7.63M
2
+$5.47M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.33M
5
FIS icon
Fidelity National Information Services
FIS
+$448K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$10K ﹤0.01%
289
+259
602
$10K ﹤0.01%
612
+125
603
$10K ﹤0.01%
+109
604
$10K ﹤0.01%
339
+3
605
$10K ﹤0.01%
+59
606
$10K ﹤0.01%
+267
607
$10K ﹤0.01%
+699
608
$9K ﹤0.01%
100
609
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+102
610
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+121
611
$9K ﹤0.01%
+198
612
$9K ﹤0.01%
316
+158
613
$9K ﹤0.01%
+73
614
$9K ﹤0.01%
+155
615
$9K ﹤0.01%
+116
616
$9K ﹤0.01%
+484
617
$9K ﹤0.01%
+33
618
$9K ﹤0.01%
200
619
$9K ﹤0.01%
+271
620
$9K ﹤0.01%
+29
621
$9K ﹤0.01%
190
622
$9K ﹤0.01%
+528
623
$9K ﹤0.01%
+75
624
$9K ﹤0.01%
54
+15
625
$9K ﹤0.01%
+89
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