CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
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
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

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%
+54
877
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+38
878
$3K ﹤0.01%
+109
879
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+85
880
$3K ﹤0.01%
+300
881
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+118
882
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+63
883
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+142
884
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885
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886
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+168
887
$3K ﹤0.01%
+386
888
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889
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890
$3K ﹤0.01%
200
891
$3K ﹤0.01%
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892
$3K ﹤0.01%
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893
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894
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895
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896
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897
$3K ﹤0.01%
+281
898
$3K ﹤0.01%
+116
899
$3K ﹤0.01%
+132
900
$3K ﹤0.01%
2,000
34 35
36
37 38