CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$540K 0.08%
3,697
-2,448
77
$512K 0.07%
2,444
-212
78
$503K 0.07%
3,036
-50
79
$486K 0.07%
3,579
80
$476K 0.07%
3,244
-425
81
$465K 0.07%
4,264
+29
82
$459K 0.06%
748
+131
83
$457K 0.06%
4,623
84
$448K 0.06%
7,249
85
$446K 0.06%
1,062
86
$426K 0.06%
2,057
-25
87
$422K 0.06%
10,192
88
$421K 0.06%
16,750
89
$420K 0.06%
20,239
90
$419K 0.06%
2,332
-25
91
$418K 0.06%
10,794
92
$405K 0.06%
+3,320
93
$404K 0.06%
1,831
+393
94
$404K 0.06%
7,546
95
$398K 0.06%
1,277
-6
96
$391K 0.06%
1,232
97
$389K 0.05%
1,045
+5
98
$365K 0.05%
5,323
-26
99
$365K 0.05%
7,924
100
$361K 0.05%
2,409
-52
2 3
4
5 6