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
901
$1.17K ﹤0.01%
32
902
$1.14K ﹤0.01%
12
-7
903
$1.12K ﹤0.01%
31
+7
904
$1.09K ﹤0.01%
+27
905
$1.09K ﹤0.01%
12
-95
906
$1.08K ﹤0.01%
+77
907
$1.06K ﹤0.01%
+28
908
$1.05K ﹤0.01%
3
-25
909
$1.03K ﹤0.01%
+20
910
$1.02K ﹤0.01%
18
911
$1.02K ﹤0.01%
+400
912
$1.01K ﹤0.01%
3
913
$1.01K ﹤0.01%
+223
914
$1.01K ﹤0.01%
+4
915
$1K ﹤0.01%
+8
916
$996 ﹤0.01%
38
917
$988 ﹤0.01%
+5
918
$969 ﹤0.01%
+1
919
$961 ﹤0.01%
15
+10
920
$937 ﹤0.01%
+23
921
$933 ﹤0.01%
50
922
$902 ﹤0.01%
20
-6
923
$898 ﹤0.01%
20
924
$887 ﹤0.01%
54
925
$873 ﹤0.01%
50
35 36
37
38 39