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
751
$4.13K ﹤0.01%
+30
752
$4.12K ﹤0.01%
+136
753
$4.11K ﹤0.01%
167
754
$4.1K ﹤0.01%
+70
755
$4.03K ﹤0.01%
440
+206
756
$3.96K ﹤0.01%
+400
757
$3.95K ﹤0.01%
+103
758
$3.92K ﹤0.01%
5
759
$3.9K ﹤0.01%
518
+516
760
$3.9K ﹤0.01%
+46
761
$3.87K ﹤0.01%
41
-20
762
$3.86K ﹤0.01%
100
763
$3.84K ﹤0.01%
+255
764
$3.8K ﹤0.01%
+116
765
$3.75K ﹤0.01%
152
+1
766
$3.69K ﹤0.01%
+50
767
$3.67K ﹤0.01%
+100
768
$3.63K ﹤0.01%
+60
769
$3.61K ﹤0.01%
+108
770
$3.54K ﹤0.01%
+21
771
$3.49K ﹤0.01%
+180
772
$3.48K ﹤0.01%
+30
773
$3.44K ﹤0.01%
+183
774
$3.4K ﹤0.01%
+88
775
$3.39K ﹤0.01%
+306
29 30
31
32 33