CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-137
827
– –
-1,726
828
– –
-136
829
– –
-76
830
– –
-340
831
– –
-317
832
– –
-10,113
833
– –
-3,058
834
– –
-164
835
– –
-211
836
– –
-302
837
– –
-10,000
838
– –
-11,500
839
– –
-970
840
– –
-499
841
– –
-921
842
– –
-112
843
– –
-206
844
– –
-7
845
– –
-740
846
– –
-241
847
– –
-17,364
848
– –
-30
849
– –
-1,095
850
– –
-1,597
32 33
34
35 36