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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.4M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.68M

Top Sells

1
+$1.65M
2
+$950K
3
+$689K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
ANET icon
Arista Networks
ANET
+$627K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$15.2K ﹤0.01%
118
602
$15.1K ﹤0.01%
180
-6
603
$15.1K ﹤0.01%
1,205
+25
604
$15K ﹤0.01%
191
605
$15K ﹤0.01%
+57
606
$14.8K ﹤0.01%
1,524
+37
607
$14.8K ﹤0.01%
265
-35
608
$14.7K ﹤0.01%
750
609
$14.7K ﹤0.01%
165
+140
610
$14.6K ﹤0.01%
475
+270
611
$14.6K ﹤0.01%
576
-286
612
$14.5K ﹤0.01%
186
-6
613
$14.4K ﹤0.01%
1,999
614
$14.3K ﹤0.01%
171
615
$14.3K ﹤0.01%
211
+159
616
$14.2K ﹤0.01%
268
-8
617
$14K ﹤0.01%
+58
618
$14K ﹤0.01%
371
-70
619
$13.9K ﹤0.01%
192
+142
620
$13.9K ﹤0.01%
150
621
$13.9K ﹤0.01%
900
622
$13.8K ﹤0.01%
241
+203
623
$13.8K ﹤0.01%
+128
624
$13.7K ﹤0.01%
516
-1,450
625
$13.6K ﹤0.01%
18
-4
23 24
25
26 27