CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.24%
199,746
52
$2.23M 0.21%
+10,356
53
$2.22M 0.21%
70,109
+3,614
54
$2.21M 0.21%
+3,880
55
$2.18M 0.21%
15,073
-153
56
$2.03M 0.19%
14,404
+608
57
$1.92M 0.18%
35,863
+1,229
58
$1.87M 0.18%
5,634
+170
59
$1.85M 0.18%
27,134
+576
60
$1.82M 0.17%
5,121
+19
61
$1.8M 0.17%
30,036
62
$1.75M 0.17%
172,002
63
$1.73M 0.16%
+6,138
64
$1.65M 0.16%
28,892
-6,897
65
$1.64M 0.16%
1,775
+61
66
$1.61M 0.15%
61,748
67
$1.6M 0.15%
21,748
-7,108
68
$1.53M 0.15%
+3,773
69
$1.45M 0.14%
5,139
+35
70
$1.37M 0.13%
10,374
+493
71
$1.33M 0.13%
8,635
-121
72
$1.3M 0.12%
49,372
+492
73
$1.28M 0.12%
+8,606
74
$1.13M 0.11%
6,599
+914
75
$1.06M 0.1%
14,843
+21
1 2
3
4 5