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
$218M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.08M
3
+$455K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.3K

Top Sells

1
+$6.05M
2
+$1.33M
3
+$695K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$670K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Communication Services 38.41%
2 Energy 7.87%
3 Technology 3.04%
4 Financials 2.47%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$120K 0.06%
3,897
+220
77
$116K 0.05%
865
+90
78
$110K 0.05%
1,991
79
$110K 0.05%
786
-146
80
$104K 0.05%
3,552
-425
81
$104K 0.05%
1,175
82
$102K 0.05%
1,680
+140
83
$95K 0.04%
765
84
$93K 0.04%
748
-2,607
85
$92K 0.04%
550
-300
86
$89K 0.04%
2,000
87
$88K 0.04%
641
-165
88
$87K 0.04%
354
-1,090
89
$87K 0.04%
582
-14
90
$83K 0.04%
706
-1,410
91
$79K 0.04%
2,026
92
$76K 0.03%
5,814
93
$75K 0.03%
+365
94
$74K 0.03%
838
+2
95
$73K 0.03%
300
-1,231
96
$72K 0.03%
1,200
-1,315
97
$70K 0.03%
328
-42
98
$69K 0.03%
1,397
+185
99
$69K 0.03%
1,556
-15
100
$69K 0.03%
1,739
2 3
4
5 6