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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$11.6K ﹤0.01%
104
602
$11.5K ﹤0.01%
+44
603
$11.4K ﹤0.01%
+76
604
$11.4K ﹤0.01%
+233
605
$11.4K ﹤0.01%
264
-61
606
$11.4K ﹤0.01%
+322
607
$11.3K ﹤0.01%
105
+98
608
$11.3K ﹤0.01%
51
609
$11.2K ﹤0.01%
+128
610
$11.2K ﹤0.01%
70
-2
611
$11.1K ﹤0.01%
1,945
612
$11.1K ﹤0.01%
+83
613
$11K ﹤0.01%
+333
614
$11K ﹤0.01%
+215
615
$11K ﹤0.01%
+144
616
$10.9K ﹤0.01%
7,950
617
$10.9K ﹤0.01%
106
+83
618
$10.8K ﹤0.01%
238
619
$10.8K ﹤0.01%
+400
620
$10.8K ﹤0.01%
500
621
$10.7K ﹤0.01%
+129
622
$10.6K ﹤0.01%
+766
623
$10.3K ﹤0.01%
690
+99
624
$10.2K ﹤0.01%
168
-18
625
$10.2K ﹤0.01%
206
+91
23 24
25
26 27