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

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

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%
+68
602
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289
+259
603
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612
+125
604
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+109
605
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339
+3
606
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+59
607
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+267
608
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609
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610
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+101
611
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+282
612
$9K ﹤0.01%
675
+495
613
$9K ﹤0.01%
100
614
$9K ﹤0.01%
100
615
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+102
616
$9K ﹤0.01%
+121
617
$9K ﹤0.01%
+198
618
$9K ﹤0.01%
316
+158
619
$9K ﹤0.01%
+73
620
$9K ﹤0.01%
+155
621
$9K ﹤0.01%
+116
622
$9K ﹤0.01%
+484
623
$9K ﹤0.01%
+33
624
$9K ﹤0.01%
200
625
$9K ﹤0.01%
+271
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