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
-$148K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$457K
3
+$297K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$293K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$280K

Top Sells

1
+$622K
2
+$372K
3
+$168K
4
PGX icon
Invesco Preferred ETF
PGX
+$135K
5
XLP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$199K 0.2%
7,381
-213
52
$190K 0.19%
+786
53
$188K 0.18%
3,583
+913
54
$185K 0.18%
3,444
55
$182K 0.18%
2,900
56
$173K 0.17%
940
-191
57
$167K 0.16%
2,648
58
$157K 0.15%
68,423
59
$156K 0.15%
448
-71
60
$146K 0.14%
581
+230
61
$144K 0.14%
4,061
+2,310
62
$141K 0.14%
932
63
$138K 0.14%
1,675
64
$133K 0.13%
860
65
$131K 0.13%
1,160
+705
66
$131K 0.13%
3,499
67
$129K 0.13%
1,160
68
$122K 0.12%
1,425
+345
69
$117K 0.11%
1,089
-22
70
$116K 0.11%
783
71
$116K 0.11%
5,260
72
$115K 0.11%
845
73
$115K 0.11%
5,837
74
$114K 0.11%
3,341
+805
75
$113K 0.11%
4,000
-304
1 2
3
4 5