We are live on ! Find out more
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
$578M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.89M
3
+$1.51M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.39M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.32M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$12.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M

Sector Composition

1 Healthcare 21.14%
2 Financials 6.03%
3 Technology 0.34%
4 Energy 0.3%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-90
777
– –
-166
778
– –
-2,729
779
– –
-1
780
– –
-679
781
– –
-91
782
– –
-627
783
– –
-74
784
– –
-14
785
– –
-13
786
– –
-1
787
– –
-805
788
– –
-10,420
789
– –
-98
790
– –
-111
791
– –
-855
792
– –
-1,195
793
– –
-17,148
794
– –
-1,419
795
– –
-1
796
– –
-13
797
– –
-1,360
798
– –
-259
799
– –
-5
800
– –
-53,070
30 31
32
33 34