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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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.35M
3
+$2.98M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.36M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.62M

Top Sells

1
+$1.64M
2
+$898K
3
+$687K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$679K
5
ANET icon
Arista Networks
ANET
+$532K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$276 ﹤0.01%
10
927
$243 ﹤0.01%
6
928
$203 ﹤0.01%
+5
929
$170 ﹤0.01%
8
930
$163 ﹤0.01%
10
931
$146 ﹤0.01%
8
932
$137 ﹤0.01%
9
933
$129 ﹤0.01%
3
934
$69 ﹤0.01%
7
935
$60 ﹤0.01%
3
936
$2 ﹤0.01%
1
937
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-39
938
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-50
939
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940
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941
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942
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944
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-981
945
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946
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947
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949
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950
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-27
36 37
38
39 40