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
926
$866 ﹤0.01%
35
-30
927
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100
928
$820 ﹤0.01%
11
929
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15
930
$724 ﹤0.01%
5
931
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+5
932
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933
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$610 ﹤0.01%
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935
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936
$538 ﹤0.01%
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-500
937
$514 ﹤0.01%
4
938
$495 ﹤0.01%
6
939
$457 ﹤0.01%
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$407 ﹤0.01%
+2
941
$331 ﹤0.01%
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-10
942
$288 ﹤0.01%
5
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945
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$126 ﹤0.01%
2
948
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+25
949
$102 ﹤0.01%
20
950
$97 ﹤0.01%
2
-37
36 37
38
39 40