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
776
$3.35K ﹤0.01%
50
777
$3.35K ﹤0.01%
+30
778
$3.33K ﹤0.01%
+734
779
$3.23K ﹤0.01%
25
-4
780
$3.2K ﹤0.01%
+477
781
$3.16K ﹤0.01%
108
782
$3.15K ﹤0.01%
+90
783
$3.14K ﹤0.01%
+48
784
$3.12K ﹤0.01%
+14
785
$3.11K ﹤0.01%
20
786
$3.11K ﹤0.01%
+69
787
$3.1K ﹤0.01%
+37
788
$3.09K ﹤0.01%
100
789
$3.06K ﹤0.01%
+63
790
$3.02K ﹤0.01%
+45
791
$3K ﹤0.01%
+39
792
$3K ﹤0.01%
+190
793
$2.99K ﹤0.01%
19
+15
794
$2.99K ﹤0.01%
+155
795
$2.91K ﹤0.01%
9
+7
796
$2.91K ﹤0.01%
+573
797
$2.9K ﹤0.01%
237
798
$2.89K ﹤0.01%
66
799
$2.88K ﹤0.01%
43
+37
800
$2.86K ﹤0.01%
+149
30 31
32
33 34