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
626
$9K ﹤0.01%
+29
627
$9K ﹤0.01%
190
628
$9K ﹤0.01%
+528
629
$9K ﹤0.01%
+75
630
$9K ﹤0.01%
54
+15
631
$9K ﹤0.01%
+89
632
$9K ﹤0.01%
+201
633
$9K ﹤0.01%
+23
634
$9K ﹤0.01%
159
+116
635
$9K ﹤0.01%
350
636
$9K ﹤0.01%
+129
637
$9K ﹤0.01%
108
+106
638
$9K ﹤0.01%
+246
639
$9K ﹤0.01%
+144
640
$9K ﹤0.01%
+60
641
$9K ﹤0.01%
+86
642
$9K ﹤0.01%
+52
643
$9K ﹤0.01%
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644
$9K ﹤0.01%
+360
645
$8K ﹤0.01%
+43
646
$8K ﹤0.01%
+216
647
$8K ﹤0.01%
+56
648
$8K ﹤0.01%
+119
649
$8K ﹤0.01%
+1,806
650
$8K ﹤0.01%
175
-125
24 25
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