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
651
$777 ﹤0.01%
+50
652
$724 ﹤0.01%
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653
$722 ﹤0.01%
+10
654
$709 ﹤0.01%
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655
$671 ﹤0.01%
+4
656
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+11
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4
-396
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$567 ﹤0.01%
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85
663
$516 ﹤0.01%
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$504 ﹤0.01%
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$494 ﹤0.01%
6
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$483 ﹤0.01%
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669
$447 ﹤0.01%
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671
$445 ﹤0.01%
3
-694
672
$438 ﹤0.01%
+20
673
$437 ﹤0.01%
15
-3,908
674
$419 ﹤0.01%
6
675
$384 ﹤0.01%
+2
25 26
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28 29