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
801
$2.86K ﹤0.01%
+16
802
$2.83K ﹤0.01%
+200
803
$2.72K ﹤0.01%
+62
804
$2.72K ﹤0.01%
+33
805
$2.7K ﹤0.01%
350
-715
806
$2.7K ﹤0.01%
+9
807
$2.69K ﹤0.01%
+337
808
$2.69K ﹤0.01%
+20
809
$2.69K ﹤0.01%
+89
810
$2.67K ﹤0.01%
+10
811
$2.66K ﹤0.01%
+159
812
$2.65K ﹤0.01%
+11
813
$2.62K ﹤0.01%
+112
814
$2.56K ﹤0.01%
+36
815
$2.55K ﹤0.01%
+150
816
$2.53K ﹤0.01%
+45
817
$2.51K ﹤0.01%
58
-12
818
$2.46K ﹤0.01%
+100
819
$2.46K ﹤0.01%
+130
820
$2.43K ﹤0.01%
+5
821
$2.39K ﹤0.01%
+72
822
$2.39K ﹤0.01%
+70
823
$2.39K ﹤0.01%
+195
824
$2.38K ﹤0.01%
+155
825
$2.37K ﹤0.01%
+12
31 32
33
34 35