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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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.12M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$7.63M
2
+$5.47M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.33M
5
FIS icon
Fidelity National Information Services
FIS
+$448K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
27
802
$4K ﹤0.01%
+60
803
$4K ﹤0.01%
+85
804
$4K ﹤0.01%
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805
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+79
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$4K ﹤0.01%
+199
807
$4K ﹤0.01%
+216
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$4K ﹤0.01%
+50
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811
$4K ﹤0.01%
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813
$4K ﹤0.01%
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$4K ﹤0.01%
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815
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816
$4K ﹤0.01%
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817
$4K ﹤0.01%
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818
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$4K ﹤0.01%
401
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821
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+88
823
$4K ﹤0.01%
+82
824
$4K ﹤0.01%
+33
825
$4K ﹤0.01%
+129
31 32
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