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
626
$1.66K ﹤0.01%
+100
627
$1.6K ﹤0.01%
6
+4
628
$1.57K ﹤0.01%
300
629
$1.45K ﹤0.01%
30
630
$1.4K ﹤0.01%
47
631
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11
-22
632
$1.35K ﹤0.01%
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633
$1.29K ﹤0.01%
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-161
634
$1.28K ﹤0.01%
+25
635
$1.26K ﹤0.01%
24
636
$1.21K ﹤0.01%
58
637
$1.2K ﹤0.01%
8
638
$1.14K ﹤0.01%
36
-349
639
$1.08K ﹤0.01%
23
640
$1.03K ﹤0.01%
20
641
$1K ﹤0.01%
+38
642
$992 ﹤0.01%
+11
643
$992 ﹤0.01%
99
644
$891 ﹤0.01%
20
+1
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$869 ﹤0.01%
5
646
$868 ﹤0.01%
54
-100
647
$833 ﹤0.01%
+20
648
$811 ﹤0.01%
+29
649
$802 ﹤0.01%
17
650
$781 ﹤0.01%
3
-6
24 25
26
27 28