CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.51K ﹤0.01%
25
602
$3.49K ﹤0.01%
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603
$3.31K ﹤0.01%
35
604
$3.23K ﹤0.01%
240
605
$3.23K ﹤0.01%
73
606
$3.18K ﹤0.01%
+300
607
$3.08K ﹤0.01%
20
-171
608
$3.03K ﹤0.01%
124
609
$2.49K ﹤0.01%
87
610
$2.48K ﹤0.01%
25
-20
611
$2.4K ﹤0.01%
19
612
$2.36K ﹤0.01%
210
613
$2.35K ﹤0.01%
+159
614
$2.14K ﹤0.01%
9
615
$2.14K ﹤0.01%
+150
616
$1.97K ﹤0.01%
+36
617
$1.97K ﹤0.01%
4
618
$1.96K ﹤0.01%
32
619
$1.87K ﹤0.01%
+100
620
$1.8K ﹤0.01%
80
621
$1.79K ﹤0.01%
169
+114
622
$1.76K ﹤0.01%
86
+19
623
$1.73K ﹤0.01%
+143
624
$1.73K ﹤0.01%
15
+3
625
$1.7K ﹤0.01%
+32
23 24
25
26 27