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
676
$289 ﹤0.01%
4
677
$286 ﹤0.01%
2
678
$276 ﹤0.01%
+3
679
$270 ﹤0.01%
5
680
$266 ﹤0.01%
+6
681
$264 ﹤0.01%
1
682
$260 ﹤0.01%
+7
683
$257 ﹤0.01%
2
-154
684
$251 ﹤0.01%
10
685
$250 ﹤0.01%
2
686
$248 ﹤0.01%
4
687
$243 ﹤0.01%
16
688
$238 ﹤0.01%
4
689
$238 ﹤0.01%
5
690
$233 ﹤0.01%
7
691
$222 ﹤0.01%
2
692
$221 ﹤0.01%
3
693
$218 ﹤0.01%
6
+1
694
$206 ﹤0.01%
16
695
$196 ﹤0.01%
8
696
$181 ﹤0.01%
+4
697
$180 ﹤0.01%
50
698
$179 ﹤0.01%
12
699
$166 ﹤0.01%
5
700
$164 ﹤0.01%
25
26 27
28
29 30