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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-681
877
– –
-11
878
– –
-137
879
– –
-1,726
880
– –
-340
881
– –
-317
882
– –
-10,113
883
– –
-3,058
884
– –
-164
885
– –
-211
886
– –
-302
887
– –
-10,000
888
– –
-11,500
889
– –
-1,019
890
– –
-120,282
891
– –
-221
892
– –
-388
893
– –
-107
894
– –
-26
895
– –
-1,114
896
– –
-226
897
– –
-1,953
898
– –
-30
899
– –
-129
900
– –
-129
34 35
36
37 38