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
$578M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.89M
3
+$1.51M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.39M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.32M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$12.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M

Sector Composition

1 Healthcare 21.14%
2 Financials 6.03%
3 Technology 0.34%
4 Energy 0.3%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-130
927
– –
-1,134
928
– –
-100
929
– –
-4
930
– –
-4
931
– –
-5
932
– –
-2
933
– –
-1
934
– –
-531
935
– –
-2,500
936
– –
-34
937
– –
-3,178
938
– –
-860
939
– –
-457
940
– –
-10
941
– –
-6
942
– –
-2
943
– –
-4
944
– –
-4
945
– –
-12
946
– –
-29
34 35 36 37
38