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
626
$10.1K ﹤0.01%
845
+155
627
$10.1K ﹤0.01%
34
+7
628
$10.1K ﹤0.01%
+55
629
$10.1K ﹤0.01%
33
-6
630
$10.1K ﹤0.01%
770
+19
631
$10K ﹤0.01%
+68
632
$9.9K ﹤0.01%
+23
633
$9.89K ﹤0.01%
66
-5
634
$9.87K ﹤0.01%
117
+30
635
$9.86K ﹤0.01%
94
+1
636
$9.8K ﹤0.01%
200
637
$9.75K ﹤0.01%
237
638
$9.71K ﹤0.01%
+40
639
$9.62K ﹤0.01%
68
640
$9.62K ﹤0.01%
100
-947
641
$9.53K ﹤0.01%
366
-297
642
$9.52K ﹤0.01%
327
+2
643
$9.46K ﹤0.01%
+65
644
$9.38K ﹤0.01%
+122
645
$9.36K ﹤0.01%
22
646
$9.35K ﹤0.01%
+4
647
$9.34K ﹤0.01%
+99
648
$9.3K ﹤0.01%
+149
649
$9.21K ﹤0.01%
+49
650
$9.21K ﹤0.01%
+10
24 25
26
27 28