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
901
$3K ﹤0.01%
+86
902
$3K ﹤0.01%
+79
903
$3K ﹤0.01%
+17
904
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+140
905
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906
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+34
907
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+31
908
$3K ﹤0.01%
+177
909
$3K ﹤0.01%
519
910
$3K ﹤0.01%
+280
911
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+44
912
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913
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914
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+79
915
$3K ﹤0.01%
698
+682
916
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+410
917
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+12
918
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+300
919
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+16
920
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+191
921
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+60
922
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+171
923
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36
924
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+42
925
$3K ﹤0.01%
+119
35 36
37
38 39