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Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARM icon
751
Arm
ARM
$319B
– –
-12
Closed -$1.28K
ATKR icon
752
Atkore
ATKR
$2.42B
– –
-21
Closed -$1.26K
BAM icon
753
Brookfield Asset Management
BAM
$74.5B
– –
-44
Closed -$2.13K
BAX icon
754
Baxter International
BAX
$11.7B
– –
-67
Closed -$2.29K
BBY icon
755
Best Buy
BBY
$17.2B
– –
-3
Closed -$221
BDX icon
756
Becton Dickinson
BDX
$42.4B
– –
-2
Closed -$459
BF.B icon
757
Brown-Forman Class B
BF.B
$12B
– –
-48
Closed -$1.63K
BIDU icon
758
Baidu
BIDU
$38.6B
– –
-290
Closed -$26.7K
BLDR icon
759
Builders FirstSource
BLDR
$7.91B
– –
-2
Closed -$250
CAH icon
760
Cardinal Health
CAH
$54.7B
– –
-21
Closed -$2.89K
CCK icon
761
Crown Holdings
CCK
$12.3B
– –
-6
Closed -$536
CDW icon
762
CDW
CDW
$18.4B
– –
-20
Closed -$3.21K
CELH icon
763
Celsius Holdings
CELH
$7.63B
– –
-1,100
Closed -$39.2K
CFG icon
764
Citizens Financial Group
CFG
$29.8B
– –
-160
Closed -$6.56K
CFR icon
765
Cullen/Frost Bankers
CFR
$9.92B
– –
-9
Closed -$1.13K
CQQQ icon
766
Invesco China Technology ETF
CQQQ
$3.12B
– –
-6
Closed -$266
DELL icon
767
Dell
DELL
$276B
– –
-15
Closed -$1.37K
DFAT icon
768
Dimensional US Targeted Value ETF
DFAT
$14.3B
– –
-1,510
Closed -$77.8K
DFS
769
DELISTED
Discover Financial Services
DFS
– –
-25
Closed -$4.27K
DLTR icon
770
Dollar Tree
DLTR
$24.3B
– –
-102
Closed -$7.66K
DVN icon
771
Devon Energy
DVN
$50.4B
– –
-39
Closed -$1.46K
EW icon
772
Edwards Lifesciences
EW
$52.9B
– –
-4
Closed -$290
EWI icon
773
iShares MSCI Italy ETF
EWI
$903M
– –
-79
Closed -$3.34K
EXC icon
774
Exelon
EXC
$48.2B
– –
-22
Closed -$1.01K
EXPD icon
775
Expeditors International
EXPD
$23B
– –
-14
Closed -$1.68K
29 30
31
32 33

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