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
751
– –
-275
752
– –
-25
753
– –
-338
754
– –
-580
755
– –
-681
756
– –
-11
757
– –
-88
758
– –
-9
759
– –
-189
760
– –
-273
761
– –
-97
762
– –
-177
763
– –
-24
764
– –
-2,015
765
– –
-8,013
766
– –
-2,000
767
– –
-22
768
– –
-60
769
– –
-834
770
– –
-1,452
771
– –
-253
772
– –
-136
773
– –
-2,319
774
– –
-129
775
– –
-159
29 30
31
32 33