CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
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
1,173
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%
+12
952
$2K ﹤0.01%
123
953
$2K ﹤0.01%
+81
954
$2K ﹤0.01%
+142
955
$2K ﹤0.01%
100
956
$2K ﹤0.01%
+242
957
$2K ﹤0.01%
+18
958
$2K ﹤0.01%
+7
959
$2K ﹤0.01%
+101
960
$2K ﹤0.01%
+226
961
$2K ﹤0.01%
+116
962
$2K ﹤0.01%
+38
963
$2K ﹤0.01%
64
964
$2K ﹤0.01%
+233
965
$2K ﹤0.01%
36
966
$2K ﹤0.01%
+23
967
$2K ﹤0.01%
33
968
$2K ﹤0.01%
+49
969
$2K ﹤0.01%
+7
970
$2K ﹤0.01%
+127
971
$2K ﹤0.01%
+48
972
$2K ﹤0.01%
+70
973
$2K ﹤0.01%
+106
974
$2K ﹤0.01%
+21
975
$2K ﹤0.01%
+28
37 38
39
40 41