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
-$148K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$457K
3
+$297K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$293K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$280K

Top Sells

1
+$622K
2
+$372K
3
+$168K
4
PGX icon
Invesco Preferred ETF
PGX
+$135K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$85K

Sector Composition

1 Energy 19.2%
2 Technology 5.64%
3 Financials 4.12%
4 Industrials 2.08%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$112K 0.11%
3,392
+8
77
$105K 0.1%
2,000
78
$91K 0.09%
1,991
79
$91K 0.09%
+500
80
$89K 0.09%
665
81
$86K 0.08%
3,590
82
$84K 0.08%
1,958
+210
83
$83K 0.08%
800
84
$81K 0.08%
2,026
85
$81K 0.08%
582
86
$79K 0.08%
1,540
+800
87
$79K 0.08%
2,000
88
$78K 0.08%
1,739
89
$78K 0.08%
1,500
90
$74K 0.07%
574
+74
91
$73K 0.07%
1,524
-134
92
$71K 0.07%
3,863
93
$70K 0.07%
1,681
-104
94
$67K 0.07%
427
95
$66K 0.06%
1,052
96
$64K 0.06%
250
+75
97
$63K 0.06%
483
98
$62K 0.06%
817
99
$62K 0.06%
947
+544
100
$61K 0.06%
358
+53
2 3
4
5 6