CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$6K ﹤0.01%
+580
727
$6K ﹤0.01%
343
728
$6K ﹤0.01%
+442
729
$6K ﹤0.01%
+44
730
$6K ﹤0.01%
3,910
731
$6K ﹤0.01%
+77
732
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124
+3
733
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80
734
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178
+150
735
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+759
736
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200
+100
737
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+120
738
$6K ﹤0.01%
+655
739
$6K ﹤0.01%
+191
740
$5K ﹤0.01%
37
741
$5K ﹤0.01%
+59
742
$5K ﹤0.01%
+77
743
$5K ﹤0.01%
+32
744
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79
+31
745
$5K ﹤0.01%
+117
746
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+92
747
$5K ﹤0.01%
+339
748
$5K ﹤0.01%
+64
749
$5K ﹤0.01%
+59
750
$5K ﹤0.01%
+31
28 29
30
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