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
$218M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.08M
3
+$455K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.3K

Top Sells

1
+$6.05M
2
+$1.33M
3
+$695K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$670K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Communication Services 38.41%
2 Energy 7.87%
3 Technology 3.04%
4 Financials 2.47%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.1%
6,566
-40
52
$223K 0.1%
1,715
-1,983
53
$212K 0.1%
786
54
$211K 0.1%
1,149
-1,974
55
$204K 0.09%
7,122
-5,774
56
$200K 0.09%
1,237
-1,474
57
$197K 0.09%
850
+30
58
$196K 0.09%
3,514
-4,910
59
$189K 0.09%
649
-850
60
$187K 0.09%
1,642
-2,347
61
$182K 0.08%
2,000
-83
62
$176K 0.08%
12,176
-4,161
63
$164K 0.08%
438
-16
64
$145K 0.07%
4,619
+300
65
$141K 0.06%
5,832
-11,748
66
$140K 0.06%
675
67
$137K 0.06%
1,160
68
$136K 0.06%
1,332
-2,263
69
$134K 0.06%
2,648
-39
70
$129K 0.06%
1,133
-49
71
$126K 0.06%
2,801
-1,552
72
$124K 0.06%
2,409
+163
73
$124K 0.06%
5,260
74
$123K 0.06%
5,837
75
$120K 0.06%
415
+35
1 2
3
4 5