CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.18%
5,104
+516
52
$1.15M 0.16%
+9,881
53
$1.15M 0.16%
12,644
+1,009
54
$1.14M 0.16%
15,545
+144
55
$1.07M 0.15%
48,621
+1,902
56
$1.05M 0.15%
+9,433
57
$943K 0.13%
+37,807
58
$899K 0.13%
10,021
-235
59
$861K 0.12%
+34,392
60
$838K 0.12%
10,059
+114
61
$809K 0.11%
2,591
+535
62
$796K 0.11%
5,692
+1,999
63
$771K 0.11%
4,761
64
$747K 0.11%
5,642
-170
65
$725K 0.1%
4,207
66
$714K 0.1%
155
+12
67
$700K 0.1%
11,700
68
$690K 0.1%
7,865
+7
69
$667K 0.09%
1,378
+2
70
$627K 0.09%
5,144
+34
71
$584K 0.08%
5,535
-1,705
72
$579K 0.08%
25,516
-6,470
73
$557K 0.08%
25,878
+725
74
$550K 0.08%
4,265
75
$542K 0.08%
20,131
+23
1 2
3
4 5