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
$712M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$1.69M
3
+$1.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$993K

Top Sells

1
+$3.14M
2
+$2.36M
3
+$2.09M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$772K

Sector Composition

1 Healthcare 18.8%
2 Financials 6.68%
3 Technology 5.76%
4 Consumer Discretionary 3.41%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$161 ﹤0.01%
+10
752
$161 ﹤0.01%
+2
753
$160 ﹤0.01%
4
-560
754
$160 ﹤0.01%
+1
755
$160 ﹤0.01%
2
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$160 ﹤0.01%
8
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$159 ﹤0.01%
+2
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+4
761
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+2
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$155 ﹤0.01%
2
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764
$154 ﹤0.01%
+2
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$154 ﹤0.01%
+11
766
$154 ﹤0.01%
+7
767
$154 ﹤0.01%
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768
$154 ﹤0.01%
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769
$153 ﹤0.01%
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$152 ﹤0.01%
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771
$152 ﹤0.01%
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772
$150 ﹤0.01%
+6
773
$147 ﹤0.01%
11
774
$147 ﹤0.01%
13
-1,318
775
$145 ﹤0.01%
+2
29 30
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32 33