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
676
$357 ﹤0.01%
+3
677
$355 ﹤0.01%
+2
678
$355 ﹤0.01%
10
679
$353 ﹤0.01%
+2
680
$349 ﹤0.01%
38
681
$345 ﹤0.01%
2
-6
682
$320 ﹤0.01%
25
-875
683
$278 ﹤0.01%
+2
684
$271 ﹤0.01%
2
-1,198
685
$257 ﹤0.01%
+4
686
$254 ﹤0.01%
+1
687
$253 ﹤0.01%
+2
688
$246 ﹤0.01%
+12
689
$236 ﹤0.01%
+2
690
$230 ﹤0.01%
12
-18
691
$220 ﹤0.01%
2
-3
692
$219 ﹤0.01%
+2
693
$216 ﹤0.01%
+1
694
$213 ﹤0.01%
5
695
$207 ﹤0.01%
+2
696
$206 ﹤0.01%
+14
697
$205 ﹤0.01%
4
-217
698
$204 ﹤0.01%
85
-811
699
$191 ﹤0.01%
10
700
$180 ﹤0.01%
8
26 27
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29 30