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
676
$7.83K ﹤0.01%
791
677
$7.49K ﹤0.01%
+26
678
$7.41K ﹤0.01%
+400
679
$7.38K ﹤0.01%
3,100
680
$7.35K ﹤0.01%
492
+139
681
$7.3K ﹤0.01%
271
682
$7.3K ﹤0.01%
+51
683
$7.3K ﹤0.01%
66
684
$7.27K ﹤0.01%
206
685
$7.14K ﹤0.01%
+200
686
$7.11K ﹤0.01%
22
687
$7.09K ﹤0.01%
+212
688
$7.05K ﹤0.01%
515
+20
689
$7.03K ﹤0.01%
534
690
$7K ﹤0.01%
79
691
$7K ﹤0.01%
343
+10
692
$6.98K ﹤0.01%
+53
693
$6.96K ﹤0.01%
+138
694
$6.95K ﹤0.01%
2,527
+165
695
$6.93K ﹤0.01%
83
-153
696
$6.83K ﹤0.01%
+734
697
$6.79K ﹤0.01%
+90
698
$6.74K ﹤0.01%
+400
699
$6.7K ﹤0.01%
67
-36
700
$6.6K ﹤0.01%
76
26 27
28
29 30