CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$21.5M
3
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
+$104M
2
+$21.2M
3
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$361 ﹤0.01%
20
677
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2
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$357 ﹤0.01%
5
679
$356 ﹤0.01%
4
-9
680
$352 ﹤0.01%
2
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+2
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5
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$332 ﹤0.01%
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3
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16
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$322 ﹤0.01%
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+3
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4
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$312 ﹤0.01%
29
-1
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$312 ﹤0.01%
5
698
$308 ﹤0.01%
20
-1
699
$299 ﹤0.01%
1
700
$298 ﹤0.01%
+4
26 27
28
29 30