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
$318M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$415K
3
+$171K
4
MA icon
Mastercard
MA
+$120K
5
BKNG icon
Booking.com
BKNG
+$119K

Top Sells

1
+$76.2M
2
+$1.96M
3
+$1.59M
4
ESS icon
Essex Property Trust
ESS
+$824K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$796K

Sector Composition

1 Communication Services 62.8%
2 Energy 6.53%
3 Technology 1.71%
4 Financials 1.64%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$258K 0.08%
5,182
-958
52
$242K 0.08%
3,444
53
$240K 0.08%
3,041
+2
54
$237K 0.07%
1,940
-500
55
$222K 0.07%
4,595
+1,157
56
$220K 0.07%
935
+510
57
$215K 0.07%
3,976
58
$204K 0.06%
786
59
$200K 0.06%
1,198
+446
60
$177K 0.06%
1,233
+615
61
$174K 0.05%
2,000
62
$170K 0.05%
4,261
+920
63
$168K 0.05%
3,165
+1,509
64
$166K 0.05%
607
+387
65
$161K 0.05%
4,654
66
$155K 0.05%
850
-100
67
$151K 0.05%
1,749
+324
68
$143K 0.05%
1,366
+890
69
$140K 0.04%
2,370
+1,170
70
$139K 0.04%
722
+489
71
$137K 0.04%
4,319
72
$131K 0.04%
5,528
+3,720
73
$131K 0.04%
1,160
74
$130K 0.04%
675
75
$128K 0.04%
2,687
+39
1 2
3
4 5