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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.12M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$7.63M
2
+$5.47M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.33M
5
FIS icon
Fidelity National Information Services
FIS
+$448K

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
676
$7K ﹤0.01%
+35
677
$7K ﹤0.01%
+200
678
$7K ﹤0.01%
+180
679
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+10
680
$7K ﹤0.01%
+663
681
$7K ﹤0.01%
+610
682
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683
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684
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685
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178
+80
686
$7K ﹤0.01%
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687
$7K ﹤0.01%
+585
688
$7K ﹤0.01%
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689
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690
$7K ﹤0.01%
+109
691
$7K ﹤0.01%
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692
$7K ﹤0.01%
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693
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694
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695
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696
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+43
697
$7K ﹤0.01%
+93
698
$7K ﹤0.01%
+663
699
$7K ﹤0.01%
+300
700
$7K ﹤0.01%
+135
26 27
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