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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.26K ﹤0.01%
25
602
$1.25K ﹤0.01%
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603
$1.25K ﹤0.01%
11
-2
604
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+5
605
$1.17K ﹤0.01%
26
+6
606
$1.13K ﹤0.01%
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607
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32
608
$1.06K ﹤0.01%
+15
609
$1.04K ﹤0.01%
+18
610
$1.03K ﹤0.01%
2
-1
611
$1.01K ﹤0.01%
+22
612
$1.01K ﹤0.01%
+18
613
$995 ﹤0.01%
24
-58
614
$984 ﹤0.01%
+120
615
$975 ﹤0.01%
54
616
$974 ﹤0.01%
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617
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$928 ﹤0.01%
38
619
$926 ﹤0.01%
+3
620
$886 ﹤0.01%
100
621
$882 ﹤0.01%
21
622
$857 ﹤0.01%
20
623
$848 ﹤0.01%
+100
624
$845 ﹤0.01%
5
625
$836 ﹤0.01%
24
+2
23 24
25
26 27