CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$368 ﹤0.01%
+2
652
$366 ﹤0.01%
2
653
$362 ﹤0.01%
20
654
$362 ﹤0.01%
2
655
$358 ﹤0.01%
5
656
$355 ﹤0.01%
7
657
$348 ﹤0.01%
3
658
$346 ﹤0.01%
1
-1
659
$345 ﹤0.01%
3
660
$343 ﹤0.01%
30
661
$341 ﹤0.01%
6
-2
662
$339 ﹤0.01%
2
663
$334 ﹤0.01%
4
-400
664
$326 ﹤0.01%
4
665
$322 ﹤0.01%
110
666
$321 ﹤0.01%
2
667
$320 ﹤0.01%
14
668
$316 ﹤0.01%
11
669
$316 ﹤0.01%
5
670
$309 ﹤0.01%
+6
671
$307 ﹤0.01%
6
672
$300 ﹤0.01%
7
673
$299 ﹤0.01%
21
674
$291 ﹤0.01%
16
675
$290 ﹤0.01%
+4
25 26
27
28 29