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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.3M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.43M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.33%
2 Technology 5.23%
3 Financials 3.87%
4 Real Estate 2.49%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$102K 0.1%
+2,000
77
$99K 0.1%
+3,590
78
$95K 0.09%
+3,393
79
$94K 0.09%
+1,080
80
$94K 0.09%
+1,991
81
$92K 0.09%
+1,406
82
$91K 0.09%
+1,256
83
$89K 0.09%
+351
84
$89K 0.09%
+665
85
$88K 0.09%
+1,658
86
$85K 0.08%
+1,785
87
$85K 0.08%
+2,000
88
$85K 0.08%
+1,491
89
$85K 0.08%
+857
90
$84K 0.08%
+800
91
$83K 0.08%
+2,026
92
$83K 0.08%
+1,095
93
$79K 0.08%
+1,739
94
$79K 0.08%
+582
95
$79K 0.08%
+1,500
96
$79K 0.08%
+3,863
97
$75K 0.07%
+1,418
98
$71K 0.07%
+427
99
$71K 0.07%
+415
100
$70K 0.07%
+500
2 3
4
5 6