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
– –
-2
777
– –
-3,475
778
– –
-1
779
– –
-32
780
– –
-1
781
– –
-2
782
– –
-4,120
783
– –
-3
784
– –
-2,050
785
– –
-1,256
786
– –
-25
787
– –
-10
788
– –
-352
789
– –
-2
790
– –
-380
791
– –
-42
792
– –
-124
793
– –
-5
794
– –
-359
795
– –
-4
796
– –
-1,727
797
– –
-144
798
– –
-100
799
– –
-629
800
– –
-3
30 31
32
33 34