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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.14%
199,746
52
$1.12M 0.13%
11,917
+718
53
$1.06M 0.12%
46,686
+69
54
$1.04M 0.12%
+16,366
55
$1.04M 0.12%
4,686
+10
56
$1.02M 0.12%
15,401
57
$982K 0.11%
6,377
+2,449
58
$918K 0.11%
9,986
+22
59
$888K 0.1%
12,025
60
$881K 0.1%
45,537
61
$853K 0.1%
36,354
-9,593
62
$852K 0.1%
4,761
63
$775K 0.09%
6,477
+1,472
64
$766K 0.09%
4,207
65
$739K 0.09%
6,101
+26
66
$714K 0.08%
2,346
+9
67
$674K 0.08%
160
+3
68
$674K 0.08%
3,412
+19
69
$670K 0.08%
8,292
-321
70
$666K 0.08%
14,687
+8,531
71
$662K 0.08%
1,410
+3
72
$636K 0.07%
3,927
-142
73
$629K 0.07%
5,452
+41
74
$614K 0.07%
3,258
+5
75
$587K 0.07%
3,836
-109
1 2
3
4 5