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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
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
651
$8K ﹤0.01%
+293
652
$8K ﹤0.01%
+606
653
$8K ﹤0.01%
+279
654
$8K ﹤0.01%
+109
655
$8K ﹤0.01%
+804
656
$8K ﹤0.01%
+251
657
$8K ﹤0.01%
+219
658
$8K ﹤0.01%
+43
659
$8K ﹤0.01%
+72
660
$8K ﹤0.01%
180
661
$8K ﹤0.01%
59
+19
662
$8K ﹤0.01%
+488
663
$8K ﹤0.01%
+91
664
$8K ﹤0.01%
+141
665
$8K ﹤0.01%
+28
666
$8K ﹤0.01%
+90
667
$8K ﹤0.01%
+132
668
$8K ﹤0.01%
+36
669
$8K ﹤0.01%
+90
670
$8K ﹤0.01%
+230
671
$8K ﹤0.01%
+137
672
$8K ﹤0.01%
+116
673
$8K ﹤0.01%
+43
674
$8K ﹤0.01%
51
675
$8K ﹤0.01%
+216
25 26
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