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
$712M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$1.69M
3
+$1.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$993K

Top Sells

1
+$3.14M
2
+$2.36M
3
+$2.09M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$772K

Sector Composition

1 Healthcare 18.8%
2 Financials 6.68%
3 Technology 5.76%
4 Consumer Discretionary 3.41%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$116 ﹤0.01%
+2
852
$115 ﹤0.01%
+4
853
$114 ﹤0.01%
+3
854
$114 ﹤0.01%
+2
855
$114 ﹤0.01%
+2
856
$114 ﹤0.01%
+1
857
$114 ﹤0.01%
+3
858
$113 ﹤0.01%
+1
859
$113 ﹤0.01%
+1
860
$113 ﹤0.01%
+1
861
$112 ﹤0.01%
+2
862
$110 ﹤0.01%
+1
863
$109 ﹤0.01%
+1
864
$84 ﹤0.01%
2
865
$77 ﹤0.01%
10
866
$68 ﹤0.01%
21
867
$27 ﹤0.01%
5
868
$22 ﹤0.01%
3
869
– –
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870
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871
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872
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873
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-150
874
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875
– –
-705
33 34
35
36 37