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
701
$6.54K ﹤0.01%
29
702
$6.46K ﹤0.01%
25
+4
703
$6.43K ﹤0.01%
147
+2
704
$6.41K ﹤0.01%
+19
705
$6.39K ﹤0.01%
+1,062
706
$6.37K ﹤0.01%
136
707
$6.29K ﹤0.01%
+269
708
$6.22K ﹤0.01%
71
+36
709
$6.16K ﹤0.01%
66
-15
710
$6.14K ﹤0.01%
233
-16
711
$6.13K ﹤0.01%
158
712
$6.11K ﹤0.01%
313
713
$6.08K ﹤0.01%
+46
714
$5.94K ﹤0.01%
42
+40
715
$5.9K ﹤0.01%
+214
716
$5.88K ﹤0.01%
+79
717
$5.75K ﹤0.01%
+47
718
$5.67K ﹤0.01%
+10
719
$5.53K ﹤0.01%
75
720
$5.52K ﹤0.01%
630
721
$5.49K ﹤0.01%
11
722
$5.42K ﹤0.01%
+217
723
$5.41K ﹤0.01%
28
+26
724
$5.4K ﹤0.01%
347
725
$5.28K ﹤0.01%
200
-38
27 28
29
30 31