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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$577K 0.07%
11,431
+2,281
77
$556K 0.06%
25,086
+819
78
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79
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80
$513K 0.06%
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81
$509K 0.06%
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82
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2,460
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83
$501K 0.06%
3,665
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86
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87
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7,368
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88
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$449K 0.05%
1,062
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91
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92
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14,470
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94
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1,127
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95
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1,232
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96
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4,565
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97
$399K 0.05%
10,794
98
$397K 0.05%
4,691
-297
99
$383K 0.04%
5,349
+4,928
100
$378K 0.04%
+6,253
2 3
4
5 6