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
826
$2.37K ﹤0.01%
27
+23
827
$2.33K ﹤0.01%
9
+6
828
$2.33K ﹤0.01%
+53
829
$2.29K ﹤0.01%
135
-19
830
$2.29K ﹤0.01%
+8
831
$2.28K ﹤0.01%
+24
832
$2.27K ﹤0.01%
23
833
$2.27K ﹤0.01%
14
834
$2.23K ﹤0.01%
53
+29
835
$2.21K ﹤0.01%
+63
836
$2.21K ﹤0.01%
+31
837
$2.21K ﹤0.01%
1,470
838
$2.19K ﹤0.01%
+27
839
$2.18K ﹤0.01%
21
-261
840
$2.17K ﹤0.01%
26
-37
841
$2.16K ﹤0.01%
+113
842
$2.12K ﹤0.01%
80
843
$2.12K ﹤0.01%
+133
844
$2.12K ﹤0.01%
9
+7
845
$2.11K ﹤0.01%
+15
846
$2.1K ﹤0.01%
53
-88
847
$2.06K ﹤0.01%
+19
848
$2.05K ﹤0.01%
+55
849
$2.04K ﹤0.01%
+25
850
$2.01K ﹤0.01%
+18
32 33
34
35 36