CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
-2.94%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$102M
AUM Growth
-$148K
(-0.14%)
Cap. Flow
+$3.47M
Cap. Flow
% of AUM
3.41%
Top 10 Holdings %
Top 10 Hldgs %
70.2%
Holding
302
New
23
Increased
50
Reduced
42
Closed
23
Top Buys
| 1 |
Chevron
CVX
|
$2.24M |
| 2 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$457K |
| 3 |
Invesco QQQ Trust
QQQ
|
$297K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$293K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$280K |
Top Sells
| 1 |
SIR
SELECT INCOME REIT
SIR
|
$622K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$372K |
| 3 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
$168K |
| 4 |
Invesco Preferred ETF
PGX
|
$135K |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$85K |
Sector Composition
| 1 | Energy | 19.2% |
| 2 | Technology | 5.64% |
| 3 | Financials | 4.12% |
| 4 | Industrials | 2.08% |
| 5 | Consumer Discretionary | 1.89% |
