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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.12M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.14M

Top Sells

1
+$7.63M
2
+$5.47M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.33M
5
FIS icon
Fidelity National Information Services
FIS
+$448K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
+132
877
$3K ﹤0.01%
2,000
878
$3K ﹤0.01%
+86
879
$3K ﹤0.01%
+79
880
$3K ﹤0.01%
+17
881
$3K ﹤0.01%
+140
882
$3K ﹤0.01%
+116
883
$3K ﹤0.01%
+34
884
$3K ﹤0.01%
+31
885
$3K ﹤0.01%
+177
886
$3K ﹤0.01%
519
887
$3K ﹤0.01%
+280
888
$3K ﹤0.01%
+44
889
$3K ﹤0.01%
+237
890
$3K ﹤0.01%
+97
891
$3K ﹤0.01%
+79
892
$3K ﹤0.01%
698
+682
893
$3K ﹤0.01%
+410
894
$3K ﹤0.01%
+12
895
$3K ﹤0.01%
+300
896
$3K ﹤0.01%
+16
897
$3K ﹤0.01%
+191
898
$3K ﹤0.01%
+60
899
$3K ﹤0.01%
+171
900
$3K ﹤0.01%
36
34 35
36
37 38