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
876
$1.52K ﹤0.01%
18
877
$1.51K ﹤0.01%
+67
878
$1.5K ﹤0.01%
18
-126
879
$1.48K ﹤0.01%
3
+1
880
$1.47K ﹤0.01%
59
881
$1.46K ﹤0.01%
8
882
$1.44K ﹤0.01%
30
+27
883
$1.44K ﹤0.01%
150
884
$1.43K ﹤0.01%
8
885
$1.43K ﹤0.01%
+25
886
$1.43K ﹤0.01%
+13
887
$1.35K ﹤0.01%
+80
888
$1.31K ﹤0.01%
13
-96
889
$1.3K ﹤0.01%
+46
890
$1.3K ﹤0.01%
+38
891
$1.26K ﹤0.01%
9
-62
892
$1.25K ﹤0.01%
7
-4
893
$1.24K ﹤0.01%
10
-73
894
$1.24K ﹤0.01%
+26
895
$1.22K ﹤0.01%
120
896
$1.21K ﹤0.01%
27
897
$1.2K ﹤0.01%
47
898
$1.2K ﹤0.01%
11
-82
899
$1.18K ﹤0.01%
12
-13
900
$1.18K ﹤0.01%
+149
34 35
36
37 38