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
851
$1.99K ﹤0.01%
+88
852
$1.99K ﹤0.01%
32
853
$1.98K ﹤0.01%
+36
854
$1.95K ﹤0.01%
+44
855
$1.92K ﹤0.01%
+43
856
$1.88K ﹤0.01%
100
857
$1.86K ﹤0.01%
+146
858
$1.83K ﹤0.01%
+26
859
$1.82K ﹤0.01%
+12
860
$1.82K ﹤0.01%
+27
861
$1.81K ﹤0.01%
43
+37
862
$1.77K ﹤0.01%
+10
863
$1.76K ﹤0.01%
42
864
$1.76K ﹤0.01%
+58
865
$1.75K ﹤0.01%
+61
866
$1.72K ﹤0.01%
7
-49
867
$1.69K ﹤0.01%
150
-60
868
$1.65K ﹤0.01%
+136
869
$1.62K ﹤0.01%
+152
870
$1.62K ﹤0.01%
4
871
$1.6K ﹤0.01%
34
-35
872
$1.6K ﹤0.01%
+16
873
$1.59K ﹤0.01%
+46
874
$1.54K ﹤0.01%
+11
875
$1.54K ﹤0.01%
25
33 34
35
36 37