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
951
$86 ﹤0.01%
+30
952
$85 ﹤0.01%
3
953
$82 ﹤0.01%
5
954
$80 ﹤0.01%
10
955
$68 ﹤0.01%
100
956
$52 ﹤0.01%
3
957
$49 ﹤0.01%
2
958
$38 ﹤0.01%
2
959
$26 ﹤0.01%
30
960
$24 ﹤0.01%
3
961
$20 ﹤0.01%
1
962
$15 ﹤0.01%
1
-20
963
$13 ﹤0.01%
1
964
$2 ﹤0.01%
1
965
– –
-45
966
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967
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-3
968
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-22
969
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970
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971
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972
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973
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974
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975
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-2
37 38
39
40 41