CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.3M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.43M
5
MDY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.2%
+3,444
52
$193K 0.19%
+2,900
53
$176K 0.17%
+101
54
$162K 0.16%
+2,648
55
$162K 0.16%
+2,670
56
$159K 0.16%
+519
57
$150K 0.15%
+870
58
$149K 0.15%
+776
59
$148K 0.14%
+30,520
60
$143K 0.14%
+1,675
61
$136K 0.13%
+1,160
62
$134K 0.13%
+932
63
$133K 0.13%
+783
64
$133K 0.13%
+3,499
65
$133K 0.13%
+4,304
66
$133K 0.13%
+860
67
$131K 0.13%
+1,588
68
$126K 0.12%
+5,837
69
$121K 0.12%
+1,111
70
$119K 0.12%
+5,260
71
$116K 0.11%
+845
72
$114K 0.11%
+3,384
73
$111K 0.11%
+1,738
74
$104K 0.1%
+1,711
75
$102K 0.1%
+2,536
1 2
3
4 5