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
626
$811 ﹤0.01%
3
627
$800 ﹤0.01%
+3
628
$800 ﹤0.01%
+15
629
$767 ﹤0.01%
2
+1
630
$700 ﹤0.01%
50
631
$656 ﹤0.01%
7
-6
632
$631 ﹤0.01%
7
-23
633
$627 ﹤0.01%
2
634
$623 ﹤0.01%
2
635
$609 ﹤0.01%
+11
636
$608 ﹤0.01%
50
637
$606 ﹤0.01%
+4
638
$594 ﹤0.01%
30
639
$588 ﹤0.01%
+3
640
$582 ﹤0.01%
+4
641
$580 ﹤0.01%
7
-32
642
$561 ﹤0.01%
4
-13
643
$561 ﹤0.01%
3
-23,497
644
$522 ﹤0.01%
2
-1
645
$516 ﹤0.01%
+2
646
$492 ﹤0.01%
3
647
$489 ﹤0.01%
31
+15
648
$488 ﹤0.01%
2
649
$477 ﹤0.01%
2
-11
650
$470 ﹤0.01%
+2
24 25
26
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