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
651
$9.07K ﹤0.01%
417
652
$9.02K ﹤0.01%
+93
653
$8.95K ﹤0.01%
39
+38
654
$8.76K ﹤0.01%
252
655
$8.66K ﹤0.01%
134
656
$8.62K ﹤0.01%
+274
657
$8.46K ﹤0.01%
+129
658
$8.46K ﹤0.01%
+194
659
$8.46K ﹤0.01%
136
660
$8.43K ﹤0.01%
62
+17
661
$8.38K ﹤0.01%
+42
662
$8.32K ﹤0.01%
+75
663
$8.27K ﹤0.01%
351
664
$8.27K ﹤0.01%
+8,849
665
$8.15K ﹤0.01%
+126
666
$8.14K ﹤0.01%
34
+29
667
$8.13K ﹤0.01%
164
+1
668
$8.07K ﹤0.01%
277
669
$8.07K ﹤0.01%
96
+49
670
$8.07K ﹤0.01%
100
671
$8.06K ﹤0.01%
88
672
$8.01K ﹤0.01%
90
673
$7.99K ﹤0.01%
127
674
$7.95K ﹤0.01%
137
675
$7.92K ﹤0.01%
215
+2
25 26
27
28 29