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
$316M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$3.71M
3
+$2.53M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$1.06M
2
+$687K
3
+$487K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$309K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$151K

Sector Composition

1 Communication Services 64.76%
2 Energy 5.55%
3 Technology 1.7%
4 Financials 1.47%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$109K 0.03%
932
77
$107K 0.03%
438
78
$107K 0.03%
5,260
79
$104K 0.03%
752
80
$100K 0.03%
5,837
81
$99K 0.03%
3,590
82
$96K 0.03%
3,361
-773
83
$92K 0.03%
+1,175
84
$90K 0.03%
1,991
85
$81K 0.03%
618
86
$81K 0.03%
2,000
87
$80K 0.03%
1,540
88
$80K 0.03%
425
89
$79K 0.03%
1,500
90
$77K 0.02%
378
91
$76K 0.02%
800
92
$76K 0.02%
2,000
93
$75K 0.02%
1,738
94
$74K 0.02%
1,656
95
$71K 0.02%
2,026
96
$70K 0.02%
582
97
$67K 0.02%
1,200
98
$67K 0.02%
1,200
99
$65K 0.02%
1,739
100
$59K 0.02%
1,052
2 3
4
5 6