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
951
$3K ﹤0.01%
+175
952
$2K ﹤0.01%
+193
953
$2K ﹤0.01%
521
954
$2K ﹤0.01%
250
955
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+13
956
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25
957
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+49
958
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+7
959
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960
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+7
961
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+18
962
$2K ﹤0.01%
+23
963
$2K ﹤0.01%
123
964
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+81
965
$2K ﹤0.01%
+142
966
$2K ﹤0.01%
100
967
$2K ﹤0.01%
+242
968
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+7
969
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+101
970
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+226
971
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+116
972
$2K ﹤0.01%
+38
973
$2K ﹤0.01%
64
974
$2K ﹤0.01%
+233
975
$2K ﹤0.01%
36
37 38
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40 41