CA
Crewe Advisors Portfolio holdings
AUM
$707M
This Quarter Return
+5.01%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.52%
Holding
279
New
277
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
$14.9M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$13.8M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$13.3M |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$9.43M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$6.86M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 19.33% |
| 2 | Technology | 5.23% |
| 3 | Financials | 3.87% |
| 4 | Real Estate | 2.49% |
| 5 | Industrials | 2.15% |
